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  • Presentations
  • Presentation Techniques

How to Write, Format, & Give a Great Business Presentation Report 2024

Sarah Joy

Do you need to make a report presentation but are unsure about how to write a report on presentation slides? Maybe you want to improve your report presentation format that you've used in the past.

Using  a template is an easy way to save time and ensure that your presentation looks professional .

Riportize presentation template

Creating a report in a presentation format can be time-consuming. The design you create may look okay, but sometimes okay is not good enough. You want to really impress those viewing the report. 

Using a premium template will show you how to make a good report presentation and provide the wow factor you're looking for. In this article, I'll show you how to write, plan, format, design and give a report presentation.

Check Out Our New Free Online Presentation Guide

If you're reading this article, you're probably about to create a business report presentation in PowerPoint. We'll help you out by sharing how to make a project report in PPT. You'll also see some of the best PowerPoint templates for presentation reports below. But we've got even more presentation help available.

In our new free presentation guide,  The Complete Guide to Making Great Business Presentations in 2019 , we'll take you through the complete process to get you ready for your next presentation report—from start to finish. Avoid common mistakes and learn how plan and write the best presentations.

The Complete Guide to Making Great Business Presentations in 2019

Don't miss our new free online presentation guide. It's chock full of powerful business presentation advice on how to make your next report presentation your best yet. Why not take a look at  the Complete Guide to Making Great Business Presentations in 2019  today? 

Now, let's learn about how to write and make a report PowerPoint presentation. 

How to Have a Professional PowerPoint Presentation

You need a professional presentation report, even if you're using PowerPoint. You may be more accustomed to using other tools for reports. But a PowerPoint presentation report is as important as any other report document you might produce. Just as you would with a printed report, make sure your report presentation format is professional and fits with your brand. 

Do you wonder:  what is a report presentation ? Presentation reports often summarize more detailed printed reports. Your listeners may not have time to read a long printed report. Your report presentation gives you a chance to showcase the important points and make sure they aren't missed.

Discover Amazing Presentation Reports on Envato Elements

We'll show you how to write a report on a presentation that stands out. But first, let's look at some professional templates.

Knowing where to start or designing your own report can be tiring and time-consuming. For a professionally designed presentation report, use a premium pre-built template.

To get a premium template all you've got to do is pay a low monthly fee at Envato Elements. When you subscribe you'll get access to download thousands of templates, graphics, photos and more.

Envato Elements

Using a premium template will help you make a professional-looking presentation. All premium templates are easily customizable. So, if you don’t like something, change it to suit your needs. If you like the default colors and font sizes, add your information and you’re ready to present.

Amazing Presentation Reports From Envato Elements

Here are some amazing presentation reports templates from Envato Elements. Access them when you pay for the low subscription price:

1. Report - PowerPoint Template

Report PowerPoint Template

This presentation report template package has over 50 unique slides. It's got a modern design, and everything is completely editable. Included with the presentation template are infographics and icons. Here's a professional design that won't distract your audience.

2. BUSINESS REPORT - PowerPoint V257

Business Report

This business report has 150 total slides that you can format your presentation with. There are five color schemes to choose. Pick the one that suits your presentation subject or audience the best. This template has a clean and professional design that can be easily edited. The Business Report template comes with picture placeholders so that you can easily add any image you need.

3. Famea: Business Report

Famea

This report presentation comes with 100 slides in total, including 50 unique slides. Famea comes with two color scheme options to choose from to customize the presentation to meet your needs. Famea is a great choice for most business needs and audiences.

4. Story PowerPoint Template

Story PowerPoint Template

Story PowerPoint Template is a multipurpose template. Use it for a business report presentation in PowerPoint. This template has over 70 unique slides and all slides are professionally designed. Easily add an image of your choice by dragging and dropping the image into the image placeholder. This template is fully customizable from the text font to the color scheme.

5. Annual Report - PowerPoint

Annual Report - PowerPoint

The Annual Report template has a different report presentation format. The format is more visual. It's got graphs and charts that you can enter your data into. The Annual Report template has 49 unique slides. Easily add an image of your choice by dragging and dropping the image into the picture placeholder.

Find More Presentation Reports on GraphicRiver

If you didn't find what you were looking for on Envato Elements another option for premium templates is GraphicRiver. For GraphicRiver you pay for each individual presentation report template you download. GraphicRiver has many presentation report templates to choose from.

GraphicRiver

But GraphicRiver has more than templates. GraphicRiver also has fonts, images, and audio files. So, if you need a single image for your presentation, but are unsure of where to get it, turn to GraphicRiver. 

How to Write and Plan a Great Report Presentation

Now that you've seen a wide variety of report presentation formats on professionally designed templates, you're ready to learn how to write and make a report PowerPoint presentation. Here are the steps to follow:

1. Choose the Topic

When writing your presentation, the first step is choosing the topic. Topics can range from a progress report to showing a new idea or product to a client. 

Here are some tutorials that'll help you decide what to write about:

presentation of a business report

Knowing what you'll create your presentation report on is a great starting point. After you've chosen the topic of your report presentation, create an outline. An outline will help you decide which information to include in your presentation. 

2. How to Design & Format a Report Presentation in PowerPoint

After you write an outline, you'll know what type of presentation you're going to make. The type of presentation you're going to give can help you decide which template to use.

For example, if your presentation has a lot of data, you'll want a presentation template that comes with lots of charts. Once you've found a template that you like you'll need to customize the template:  

Report PowerPoint Presentation

For my presentation report samples in these tips, I chose the Report PowerPoint Presentation from Envato Elements. 

Choosing a PowerPoint topic for your presentation report is a great starting point. After you've chosen the topic of your report presentation, create an outline. An outline will help you decide which information to include in your presentation.

3. How to Add an Image

 The next step is a team introduction. A good way to introduce your team is to add an image.

Here's slide number 5 without any changes to the slide. This is a good example of a slide that you'd use to introduce yourself or your team:

Slide 5 With No Edits

To add an image to the slide you need to click on the Insert tab in the toolbar. Once you click on the Insert tab, you'll see the Picture button appear. 

Click on the arrow next to the Picture button. Clicking on this arrow will cause a drop-down menu to appear:

Slide 5 With Edits

Find the image or images you want, then select them. Next, resize the image to fit the space on the slide.

After you add images, you may need to add more text to your presentation.

4. How to Add Text to Your Presentation

To show you how to add text to the presentation I'll use slide thirteen of the  Report PowerPoint Presentation  template. Here's the slide without any edits: 

Slide Thirteen Before Edits

This slide is great to emphasize a fact or quote to highlight for your audience.

To add new text, you'll need to add a new text box. To add a new text box, click on the Insert tab in the toolbar. After you click on the Insert tab the Text Box button will appear:

Slide Thirteen With Edits

Click on the  Text Box button. Draw a box on the slide where you want the new text box to appear. You'll know if you've created a new text box by the  handles  that appear around the box. 

After you've drawn the box, add new text to your slide.

5. How to Give a Great Presentation Report

To give a great presentation, first edit your presentation. Make sure all the facts and data are correct. Also, check for typos.  

Next, practice giving your presentation to friends or coworkers. They can help you spot mistakes that you may have missed. It's better to discover mistakes before you give the actual presentation. 

Last, practice giving your presentation in the mirror. This helps you to be familiar with the information you're presenting. So, you won't stumble over words or concepts when you're giving your presentation.

Here are some tutorials with more ideas on how to give a great presentation report:

presentation of a business report

5 Tips for a Better Presentation

Are you looking for even more ways to make your presentation better? Here are five tips to help you out:

1. Choose Your Font & Visuals Wisely

When choosing a font for your presentation, make sure your font can be read from a distance easily. Think about the size of the audience and the size of the room you'll be presenting in. The bigger the audience and the bigger the room the bigger the font you'll need to use. If the audience can't read the font in your presentation it can be distracting. 

This tutorial will give you an idea of some of the best fonts to use:

presentation of a business report

Also, when choosing what images you want in your presentation, the first step is to choose images that are relevant. If you use an image that doesn't go with your presentation, it could confuse your audience. 

Another step is to make sure your images are of high quality. A blurry image in your presentation can be distracting for the audience.

2. Plan Out What You'll Say

Rive

One of the biggest mistakes you can make when giving a report presentation is to be unprepared and poorly organized. This tutorial will help you organize your presentation so that it comes across as professional:

presentation of a business report

3. Proofread Your Work

When you're done with your presentation, carefully proofread it. Make sure everything in the presentation is spelled correctly. Including wrong words or typos can be distracting to the audience.

4. Don't Overcrowd Your Slides

BUSINESS REPORT - PowerPoint V257

Don't overcrowd your slides. When you overcrowd your slides, it can be hard for the audience to determine what's important. Adding a wall of text isn't good either. Break up your text as much as you can. This makes it easier for the audience to remember what you presented to them.

5. Practice Your Speech

Practice your speech so that you know the information that'll be part of your presentation. Practicing will also help keep you from talking too fast. Talking to fast in your presentation can make you seem inexperienced. 

When giving your presentation, try to make eye contact with your audience. This gives the presentation more of a personal feel. It also makes it seem like you're really talking to the audience.  

If it's possible, make sure the equipment is working in the room where the presentation will take place.  Also, run through your presentation in that room without the audience present to make sure everything is legible and professional looking.

Learn More About Creating Report Presentations With PowerPoint

For even  more information  on how to customize your PowerPoint template, check out our guide to using PowerPoint. Here are more tutorials to help you learn how to make a report PowerPoint presentation:

presentation of a business report

Find More Report Presentation Templates

If you didn’t find a template that you liked above, check out these articles:

presentation of a business report

Download a Premium Presentation Report Template Today!

There are many times you may have to make a report. When designing your own report presentation, you may not have the time to create a good-looking design. Using a premium template saves time because the design is already there.

In this article, you read about how to how to make a presentation report .  So, you should be ready to start your presentation. Download  a report presentation format template today to save time and ensure a professional report presentation.

Sarah Joy

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Blog Marketing 50+ Essential Business Report Examples with Templates

50+ Essential Business Report Examples with Templates

Written by: Sara McGuire May 29, 2023

50+ Business Report Templates Every Business Needs Blog Header

Reports may not be the most exciting communication format. But they’re important.

To make smart decisions about budgeting, marketing strategies, product development and growth strategies, you can’t rely on gut feeling alone.

And if you’re trying to sway stakeholders, creating a report with a simple, elegant design and creative data visualizations is guaranteed to impress.

This guide will deliver the most essential business report templates you can edit with Venngage, plus design tips and best practices.

Top business report templates (click to jump ahead):

What is a business report?

  • Annual reports
  • Project status reports
  • Budget reports
  • Sales reports
  • Marketing reports
  • Case studies
  • White papers
  • How to create a business report in 6 steps
  • What are the types of business reports
  • Business report template FAQs

A business report is a document that delivers important information about a company’s performance, financial health, a particular project, or other aspects that influence its decision-making process. 

Business reports come in various formats, such as PowerPoint presentations and online dashboards, offering more than just traditional files and spreadsheets.

They are crucial for organizations as they provide vital details that guide decision-making for business owners and managers.

They act as GPS, highlighting essential aspects like customer satisfaction, operational efficiency, and financial figures. Business reports serve different audiences and purposes, delivering information in a clear and engaging format for both internal and external stakeholders.

Want a quick rundown of some of the business report templates in this blog? Check out this video tutorial:

1. Annual Report Templates

An annual report is an all-encompassing document that allows you to reflect on your company’s past year, including:

  • Your company’s mission statement
  • Your company’s growth (financially, product-wise, culture-wise)
  • Your statement of income and cash flow
  • Your various business segments
  • Information about the company’s directors and executive officers
  • Information about your company’s stock and dividends
  • Wins and success stories

A lot of that sounds pretty dry, doesn’t it?

There’s actually a lot to be excited about in that list. You’re talking about how your company has grown, your wins (and maybe a few losses), and what’s on the horizon for the coming year.

You can bring that story to life in your annual report design  and we have business report samples to inspire you.

This annual business report example uses a variety of charts and unique sections like “program highlights” to tell the agency’s story:

National Agency Annual Report Template

Think about how you can represent your company visually:

  • Are there photos you can include of your business in action?
  • What fonts and colors reflect your business’s personality?
  • Are there icons you can use to illustrate certain concepts?

The below annual report design uses an energizing orange and yellow color scheme and cute icons. The format is highly visual and modern. All this reflects a dynamic company that’s optimistic about the future.

Food Corporate Annual Report Template

This company annual report template uses a mountain motif to reflect the company’s ambitious goals. Take a look at how the different sections of the report (“Strategy”, “Finance” and “Performance”) are color-coded to make the report easier to scan:

Annual Finance Report

In the business report example below, the sleek, modern design with bold color accents reflects design trends in the games industry, which would appeal to stakeholders.

Retro Year End Annual Report Template

The same design ideas can be applied to an annual report presentation.

Take this annual report presentation for a coffee shop company. The whole design reflects the coziness of a coffee shop, from the softly filtered photos to the old-fashioned font:

annual report templates

A few annual report best practices:

  • Create an eye-catching cover for your report
  • Tell your company’s story in your annual report design by using thematic visuals, like background images and icons
  • Pick a decorative font for headers and pair it with a more minimalist font for body text
  • Look for opportunities to visualize data using infographics , charts and pictograms

Related : Our blog post with 55+ annual report templates , plus design tips and best practices.

2. Project Status Report Templates

Communication is central in any project. Consultants, agencies and freelancers especially want to be as transparent as possible. That is why a project status report template is one of the business report examples we are sharing in the article.

A project status report is crucial for communicating updates on what you’ve accomplished and what’s still pending. It also helps you flag any issues, either current or on the horizon. This helps build trust with the client.

The project status report template below communicates key information in an easy-to-understand format.

business report templates

The above template lets you alert the client if the project is:

  • Suffering from budget or scope creep
  • On track in terms of schedule
  • Healthy or not i.e. milestones completed on schedule, issues resolved

You can add bullet points on the second page to quickly flag key issues that are impacting project success.

Related : Our post on how to write a project management plan .

Simple Project Status Report Templates

Avoid ad-hoc emails or meetings. Use a simple project status report template to present your latest work and keep everyone on the same page, without endless back and forth.

Simple Project Status Report Template

The project status report below would work well for weekly updates.

This progress report template lets you quickly provide an overview to busy stakeholders, who’ll be able to spot key project issues and progress at a glance.

business report templates

Project Status Report Template PPT

Big updates might require consultants to communicate the status of a project in person. The below presentation template uses charts and data visualization to get your key points across immediately.

Clients or other stakeholders can see what’s been accomplished and when, while the last slide leaves room for what’s still pending.

business report template

A few project status report best practices:

  • Include a summary of all important tasks currently in progress. If you have a weekly meeting with the client, this section will probably serve as the jumping-off point for your conversation.
  • Stakeholders should be able to tell at a glance if the project is way off schedule or there are too many unresolved issues.
  • Document all outstanding problems and concerns. It’s important to have a record in case you run into issues with the client later on.

Related : Our post with 30+  project plan examples plus design tips.

3. Budget Report Templates

Budget reports are like the GPS for your business finances, guiding you with a clear picture of where you are compared to where you planned to be. They show the actual expenses and revenues alongside your budgeted numbers, highlighting any detours or opportunities for savings. These reports are crucial because they help you make smart decisions, ensure you use resources wisely and pivot on strategy when needed.

A budget report typically breaks down:

  • The different categories of your budget
  • The last year or quarter’s spending for each category of your budget
  • Areas where you may need to cut or increase spending
  • Forecasts for the coming year or quarter

Business Monthly Expenses Template

A full budget report is a bit too dense to pass around a room during a meeting.

But, a visually engaging presentation or one-page summary, like the business report example below, is perfect for keeping your team and stakeholders up to speed.

Modern Monthly Budget Report Template

You can provide an overview of the last period’s spending by category, and highlight the amount you saved or exceeded the budget by.

For example, take a look at this summary budget report slide that uses a thematic background image to make it more engaging:

budget report templates

A quick summary page is also the perfect opportunity to creatively visualize data.

While tables are certainly efficient for comparing amounts spent, you could also use a more unusual visual like a bubble chart. This is because unique visuals make memorable business report examples.

budget report templates

Forecast Budget Template

A forecast is an essential business report that shows where a business is headed financially. It’s not a plan for the future, but rather its current short-term direction.

Use this forecast template to project your businesses’ revenue, and take appropriate action.

Modern Forecast Budget Template

A few budget report best practices:

  • Clearly label the period the report covers (monthly, quarterly, yearly)
  • Provide a brief description of each section of your report, to highlight important insights
  • Use a table to compare amounts of money saved vs. spent
  • Use bar charts, pie charts and bubble charts to visualize budget allotment
  • Highlight important insights using contrasting colors, bold fonts and icons

4. Sales Report Templates

If you aren’t tracking your sales on a weekly, monthly, quarterly and yearly basis, it’s time to start.

Creating a sales report for different time periods can help you identify trends, as well as an opportunity for growth. Regularly reporting on your sales can also help your team stay focused on your goals.

What should be included in a sales report?

A sales report typically covers any of the following data:

  • An overview of sales goals and whether or not those goals are being met
  • Revenue and expenses
  • Sales forecasts for the upcoming periods (month, quarter, year)
  • Products and services that are selling the most and ones that are lagging
  • Number of leads and conversion rates for a given period
  • Any challenges or roadblocks

Weekly sales report template

Consider making  sales reporting  a segment of your weekly team meetings. You may want to provide a quick update for company-wide meetings and a more in-depth report for sales and marketing team meetings.

Here’s an example of what a quick weekly sales report could look like:

sales report templates

The slide simply covers the total sales for the week and compares them to previous weeks to highlight growth.

While this sales report presentation digs deeper into KPIs (key performance indicators) and conversions :

sales report templates

Monthly sales report template

For a monthly, quarterly or yearly sales report, you will probably want to go more in-depth into your metrics as you plan for upcoming periods.

That said, you don’t want to produce a 62-page text-heavy document no one will read. Surprise your client or boss with a fresh new way of doing things that are engaging and concise. You’ll differentiate yourself as an innovator.

For example, the following monthly sales report template uses a variety of charts and tables to keep the data fresh:

Gradient Monthly Sales Report Template

The below sales report template will help you visualize key sales metrics using pie charts, bar graphs and tables. The weighted text and icons help organize information in an easily digestible way.

business report templates

Making your sales report easily accessible will help build your reputation as someone who’s transparent and trustworthy.

A few sales report best practices:

  • Clearly identify the time period you are reporting on
  • Use descriptive section headers and include descriptions for any charts or tables that need more clarification
  • Provide context for readers, explain any major trends they should be aware of, any challenges your team encountered, and how the goals have been impacted
  • Use line charts and bar graphs to show changes over time and highlight trends
  • Emphasize key metrics in big, choose bold fonts (for example, the total sales for a given week)
  • Use contrasting colors to emphasize keywords or one point on a graph

Related :  5 ways to host a more successful sales demo  by using images.

5. Digital Marketing Report Templates

If you’re a SaaS or e-commerce business, I don’t have to tell you how important digital marketing is. It’s the thing that can make or break many small businesses.

In order to scale and grow your business , it’s important to make informed, deliberate digital marketing decisions.

That means always looking for ways to improve your search rankings, grow your social media engagement, and optimize your ad campaigns.

A ‘ digital marketing report ‘ is a pretty broad term for a report that could be an overview of all your digital marketing channels or one particular channel.

A digital marketing report that covers all your main marketing channels  could include any (or all) of the following data:

  • An overview of your current digital marketing strategy
  • Your main marketing goals and whether or not they are being met
  • An overview of your conversion metrics, including the number of leads, paid vs. organic leads, and your cost per conversion
  • An overview of your traffic metrics, organized by channel
  • An SEO overview, including any changes in rankings for target keywords
  • An overview of PPC campaigns you’re running, including clickthrough rate, ROI and cost per click
  • An overview of your social media channels, including engagement metrics and leads from specific channels

For example, take a look at this digital marketing report template that dedicates one page to each channel. Note how the company’s branding has also been incorporated into the design by using the brand’s colors and visuals that reflect the computer theme:

digital marketing report templates

In a digital marketing report that focuses on one specific marketing channel, you will probably want to go more in-depth into each metric.

For example, in a social media report, you should cover:

  • A comparison of your performance on specific social media channels like Facebook, Twitter and YouTube (you could try visualizing it with a  comparison infographic )
  • Specific engagement metrics like impressions, clicks, subscriber count, likes and comments
  • An overview of your followers, including demographic information like age, gender and profession
  • Conversion metrics from each specific social media channel

The below social media report visualizes some of these key metrics.

business report templates

As a consultant, you may be gifted in social media marketing but totally flummoxed by all things design. Look better than you are by using the above template. It’ll help you present your findings in a way that’s effective and professional, while still managing to be playful and engaging.

If you’re concerned about organizing information by channel, here’s an example of a social media marketing report presentation that uses colored columns to make it easy to scan for a specific channel’s metrics:

digital marketing report templates

A few digital marketing report best practices:

  • Provide an overview of the performance of all your channels, or a particular channel
  • Organize your report by channel (“Organic Search”, “Social Media”, “PPC”) or by specific campaigns/projects
  • If your report is long enough, include a table of content to make it easier for readers to navigate your report
  • Use bar charts and tables to compare your performance on different marketing channels
  • Use icons to emphasize key information and visualize different channels (for example, different social media networks)
  • Try to communicate your information concisely and focus on only one topic per page or slide

Related : Our post on what is a marketing plan and how to write and design one for maximum effectiveness.

6. Competitor Analysis Templates

Get the attention of marketers with a competitor analysis report. The best reports show exactly what a company must face off (and beat) to be successful.

A competitor analysis report usually has the following sections:

  • Product summary
  • Competitor strengths and weaknesses
  • Competitor strategies and objectives
  • Outlook: is the market growing? Flat? Splintering into niche segments?

The following competitor analysis template neatly organizes these categories into compact sections and highlights important stats. Stakeholders can quickly compare them with their own company’s numbers and get an immediate sense of how they measure up.

business report templates

Using a pre-designed competitor analysis template is also a great idea for consultants who want to set themselves apart from big consulting firms or boutiques. Visualizing data is a way to set yourself apart as numbers-focused, unique and innovative, as in this business report example.

business report templates

A few competitor analysis report best practices:

  • If you’re listing all competitors, add those entering the market in the next year as well as indirect competitors who sell to the same customers as yours.
  • Find customer satisfaction surveys for competitors (usually carried out by trade press) and include their findings.
  • Talk to the sales department to get a sense of the competitor’s customers.
  • Do informal research on the competitor’s strengths and weaknesses. Talk to journalists who cover this specific industry. Don’t just rely on online information.

Related : Our post on how to create a competitor analysis report (with templates).

7. Case Study Templates

One of the business report examples on our list is the business case study. Though not a report exactly, a case study analyzes a particular aspect of a company or a situation it faced. A consultant may need to write one as part of a corporate training program they’re developing.

Case studies usually focus on one of these situations:

  • Startup or early-stage venture
  • Merger, joint venture, acquisition
  • Market entry or expansion
  • New project or product
  • Pricing optimization
  • Profitability
  • Industry landscape
  • Growth strategy

What makes case studies unique is how they tell a story. They include background information on the company, a protagonist or key players, the situation and outcomes.

The below case study template has plenty of space for this narrative while using icons and numbers to highlight key details.

Bold Social Media Business Case Study Template

Make sure to include a conclusion that contains your key findings. Why did the protagonist make the decisions she made? What were the outcomes? What can we learn from this? Circle back to the key question the case study raises and answer it.

Business case study template

Business case studies are usually teaching tools to show how real companies approached a particular scenario or problem. The case study usually reflects a business theory and demonstrates its real-life application.

For example, the following business case study template shows how a crafts retailer uses earned media to drive engagement-heavy traffic.

Light Simple Business Case Study Template

This is another version of the above case study. Notice the changes in branding in this business report example that sets it apart from the previous template.

Blue Simple Business Case Study Template

Marketing case study template

Case studies are a powerful form of marketing as they show a potential customer how existing customers are already using your product or service to meet their goals.

For example, this social media marketing case study illustrates how Toy Crates used content marketing to radically increase their sales:

Coral Content Marketing Case Study Template

A few case study best practices:

  • Outline any constraints and challenges the protagonist of the case study faced that affected her decision (such as a tight deadline).
  • Attach supporting documentation, such as financial statements.
  • Include an original title, such as “Design Thinking and Innovation at Apple.” The title should mention the company and the subject of the case study.

Related : Our post on how to write and design a case study .

8. Growth Strategy Templates

Setting goals for your business might seem easy in theory… but setting ambitious yet realistic goals can actually be quite challenging.

At Venngage, we follow these 5 steps to set our goals:

  • Identifying and set high-level goals.
  • Understand which inputs and outputs impact those goals.
  • Run experiments to impact those inputs.
  • Validate those experiments.
  • Foster accountability for the results within the team.

For a more in-depth look at this process read our  growth strategy guide .

For example, if you’re a SaaS company, your high-level goals would probably be a specific number for revenue, a number of daily active users or employee count, like in the business report template below:

Company Growth Infographic Template

Once you’ve identified your high-level goals, the next step is to identify your OKRs (Objective Key Results), the metrics that impact your goals. Generally, you will probably want to break down your OKRs by channel.

So, if one of your goals is to hit a certain number of daily active users, your OKRs could be organized by:

  • Acquisition OKRs, like organic traffic and paid traffic
  • Conversion OKRs, like conversion rate
  • Retention OKRs, like retention rate

Once you’ve identified your OKRs, you can come up with experiments to run that will impact those OKRs.

At Venngage, we use a weekly sprint to plan, execute and analyze our growth experiments. But I know other companies that use longer sprints, like two-week or month-long sprints.

Before you run an experiment, you should validate that it’s an experiment worth running. You can do that by identifying which goal it impacts, what resources the experiment will require, and how much effort you anticipate it will take to run the experiment.

This is the exact marketing sprint validator template that our marketing team uses when we schedule growth experiments:

business report templates

After you’ve run a growth experiment, it’s extremely important to track your results.

At the end of every sprint, take a good chunk of time to analyze your experiments to see what learnings you can take from them. Then, classify an experiment as a “Winner” or “Loser” based on whether or not the results lined up with your hypothesis.

You can use your results from the sprint that just ended to inform your experiments in the upcoming print.

Here’s an example of a sprint release and results template that you could use. Note how each experiment is owned by a team member to foster accountability for the process and results:

business report templa

A few growth strategy report best practices:

  • Divide your growth strategy reports into color-coded columns based on goals, OKRs, or stages in a sprint
  • Use icons like checkmarks and x’s to identify winning experiments and losing experiments
  • Include brief descriptions on each template, to make it easy to understand
  • Attribute each growth experiment to a team member, to foster accountability for the process and results
  • Use your company colors, fonts and logo to maintain consistent branding across all of your communications

The Team Alignment Handbook

9. Market Research Report Templates

Even after you’ve launched your business, it’s a good idea to do regular market research. You can use your research to plan and refine your marketing strategies, to identify new prospective customers and product plan.

Market research generally involves gathering information about the needs, problems and wants of your customers. This research can help you come up with your customer personas and specific problems you want to solve with your product or service.

You can conduct market research in two ways:

  • Qualitative research (calls, focus groups)
  • Survey research

For example, many consultants struggle to get buy-in from various stakeholders. The boss may be constantly changing the scope of the project based on a whim, such as the latest article he’s scoured from the internet! Employees may be set in their ways and resistant to incorporate consultants into their workflow.

One way to get clients on board and build trust is to provide stats and research that support your recommendations.

Here’s a market research business report example that lays out the industry landscape and gives clear guidance on the way forward, all backed up by facts.

business report templates

This cheerful, icon-heavy market research report should help energize reluctant stakeholders. Packaging new (and sometimes daunting) information in fresh ways can help break through resistance.

business report templates

You may also want to look at competitor statistics and industry trends. This template includes a competitor case study, including website analytics, and a SWOT analysis :

business report templates

When it comes to creating your market research report, you may want to do an in-depth overview of all of your market research. Or you may want to focus on one area of your research, such as your survey results.

Survey Report Template

This survey report template helps visualize your findings; the pictogram and chart make the findings easy to understand.

Survey Data Infographic Report TemplateSurvey Data Infographic Report Template

The one-slide market research report identifies the demographics of the survey participants. The report categorizes participants by their jobs, locations, and the topics that they find most engaging. Note how each persona is visualized using an icon:

market research report templates

This business report example highlights how you can give your team and stakeholders a quick overview of your main market and what topics they’re interested in.

One of the purposes of a market research report is to present any conclusions that you came to after analyzing the data.

These could be conclusions about who your target customers are, areas where you can expand your business, and customer needs that aren’t currently being met. The below business report example visualizes this data and also provides space to draw your own conclusions.

business report templates

Here’s an example of a market research report template that emphasizes key findings in the larger text before providing supporting data:

market research report templates

A few market research report best practices:

  • Use icons to illustrate your customer personas
  • Use charts and graphs to compare demographic information like customer age, gender, location, and occupations
  • Include the main conclusions you came from after analyzing your data
  • If your market research report is long enough, include a table of contents
  • Include a brief summary of your data collection methods , including the sample size

10. White Paper Templates

White papers are great tools to educate and persuade stakeholders. Consultants can also use them to improve their reputation vis-a-vis big consulting firms and boutique firms or use them as lead magnets  in Facebook ads etc.

As always, a polished design is much more likely to engage senior leaders or potential clients.

A business report template or consulting report template is the fastest way to produce something that’s both attractive and easy to understand.

The below consulting report example has a full page dedicated to visuals. It’s the perfect way to break up the text and let it breathe. It also reinforces the information.

business report templates

Browse our library of thousands of professional images and stock photos to elevate your design or upload your own.

Our editor makes it simple to adapt any of our business and consulting report templates to your needs. Change the text, fonts, photos, icons, colors, anything you want.

The next business report template is perfect for marketers and marketing consultants. It has an inviting and fun (but still professional) cover page that quickly communicates the content marketing process using icons.

business report templates

Venngage has an extensive library of thousands of custom, modern and diverse icons you can swap into the above consulting report example. For instance, you could add the Twitter or Facebook logo or a “thumbs up” icon.

Then, click on the template’s chart or graph (pages four and five) to add your own data.

Struggling with organizing information in your reports?  It’s important for consultants and marketers to find a way to communicate key takeaways, and not overwhelm your reader with data.

The below consulting report template uses filled text boxes and icons on the third page to highlight top findings.

business report templates

Different-colored headers also help create a hierarchy of information and add more variety to the design.

A few white paper best practices:

  • Create an eye-catching white paper cover page using a background in bold color, photos or icons.
  • Add a key takeaways section, with a header and bullet points.
  • Visualize data using charts and pictograms in order to highlight key data.
  • Incorporate your branding into your white paper template (brand colors and logo).

Related : Our blog post with 20+  white paper examples  for even more templates and design tips.

11. Project Plan Templates

A project plan is the best way to keep a project on track.

But, showcasing the steps towards completing a project and showing how each step is actionable and measurable can be tough. 

This is especially difficult if you’re a consultant and you don’t have company templates to rely on.

The below  project plan template is a simple way to visualize what needs to happen, and when.

business report templates

The above highly organized project plan template uses bar graphs, icons and color-coding to present information in an accessible way. Once you enter the editor, click on the bar graph to customize the schedule.

The project timeline below also uses icons and color-coding to organize information, though in a slightly different way.

Projects suffer when there’s confusion about deadlines and what’s required at each step. This timeline from a business report sample makes it crystal clear what tasks belong to what step and how long each step should take.

business report templates

A timeline is a perfect way for your team or client to refer back to the project schedule without having to read through tons of text.

You can also revise your timeline as the project progresses to reflect changes in the schedule.

The below consulting report template has a more traditional format for a project plan. Still, like the timelines, this business report sample relies heavily on visuals to create an easily scannable and understandable project overview.

business report templates

Scope creep is the enemy of any project’s success (and the bane of many consultant’s existence). That’s why it’s so important to define the project from the very beginning. The consulting report template above has a section to do just that.

Of course, projects change and evolve. The project report below will help you raise any issues as soon as they happen and present solutions. That way, stakeholders can make a decision before the project schedule is seriously derailed.

business report templates

Check out our blog post with  15+ project plan templates  for even more examples and design tips.

A few project plan best practices:

  • Plot your project schedule visually using a timeline.
  • Use color to categorize tasks and milestones.
  • Use icons to illustrate steps in a process.
  • Insert charts to track the duration of each phase of a project.
  • Pick a flexible template that you can update as the project progresses and things change.

Related : Our post on the four phases of the project life cycle .

12. Business Proposal Templates

A business proposal  is a document that presents your product or service as the solution to a client’s problem. The goal of a business proposal is to persuade a prospective client to buy your product or service. These proposals can be either solicited or unsolicited.

The contents of a business proposal report will vary depending on the problem. 

Typically, a business proposal will include these sections:

  • Information about your company (mission, qualifications, competitive edge)
  • A detailed description of your client’s problem 
  • The cost of your product/service 
  • The methodology of how you propose to solve the client’s problem
  • A timeline of your approach to solving the problem

A few business report examples and design tips:

Create an engaging title page for your business proposal. Think of it as the cover of a book or a movie poster. This will be your prospective client’s first impression of your business.

Use a design that tells a story about your company’s mission and the people you serve. For example, the cover for this business proposal template shows a happy team working together:

Bold Blue Business Proposal Template

Meanwhile, this simple business proposal example uses icons to illustrate what the company does. The motif is carried throughout the rest of the proposal design:

Modern Business Proposal Template

Use visuals to highlight the emotion behind the problem

Businesses are made up of people, and people are emotionally charged. When identifying the problem, use imagery to highlight the frustration, confusion, or dissatisfaction behind the problem. This will show empathy towards the people you’re proposing your solution to.

This business report sample page from a business proposal contrasts one image to illustrate the “problem” with a more cheerful image for the “solution”:

Modern Design Business Proposal Template

This marketing business proposal uses a variety of visuals like icons, bold typography and photos to tell a story:

Social Media Marketing Proposal Template

Related : Our post on  consulting proposal templates or our guide to creating a business proposal .

How to create a business report in 6 steps?

Creating a business report can seem daunting, especially if you’ve never done it before. don’t let the word “business” intimidate you – these steps can be used for writing a report in any field!

Step 1: Define the purpose and scope of your report

Know the purpose of your report. Are you aiming to share the results of a project? Analyze performance? Recommend specific actions? Whatever the goal, keep it in mind as you go through the process. Also, consider the scope of your report. Decide what information you’ll be including, as well as what you can leave out.

Example: Let’s say your boss wants a report on your team’s sales performance during the last quarter. Your purpose might be to analyze the numbers and identify trends, areas for improvement, or opportunities for growth.

Step 2: Gather relevant data and information

Now that you know what you’re aiming for, it’s time to gather the information you’ll need. This might involve pulling data from internal systems, interviewing colleagues, or even conducting your research. Remember, the quality of your report depends on the accuracy and relevance of the information you provide, so double-check your sources and make sure you’ve got everything you need.

Example: For our sales performance report, you’ll need to collect data on product sales, individual and team performance, and any factors that may have influenced sales during the quarter.

Step 3: Organize your content

Next up is organizing all that information into a logical and easy-to-follow structure. This will depend on the specific requirements of your report, but some common components are an introduction, executive summary, main body, conclusion, and recommendations. A clear and logical structure helps readers easily understand and follow your report.

Example: In a sales performance report, you might start with an executive summary highlighting sales growth (or declines), outline individual team member’s performance, and then delve into a more detailed analysis of factors and trends.

Step 4: Write the report

When writing your report, start by developing a clear and concise writing style, avoiding jargon and buzzwords. Keep your audience in mind – make sure your report is easily digestible for your intended readers.

Example: When writing about sales performance, share facts and figures in simple terms that everyone can understand. Instead of saying, “Our sales team demonstrated a 12.3% compound annual growth rate,” say, “Our sales team increased their sales by 12.3% each year.”

Step 5: Add visual aids

To make your report more engaging and easier to understand, consider adding visual aids like graphs, charts, or images. These can help break up large blocks of text and highlight key findings or trends.

Example: For your sales performance report, you might create a bar chart showing sales growth over time or a pie chart displaying individual team members’ contributions.

Step 6: Review and refine

Last but not least, review your report. Does it achieve the purpose you set at the beginning? Are there any gaps in the information? Are there areas that could be clearer or more concise? Address any issues you find and refine your report until it meets your goals and is easy to understand for your target audience.

Example: In your sales performance report, if you find that you haven’t adequately explored the impact of a new product launch on sales, go back and add that analysis to provide a more comprehensive view.

What are the types of business reports?

Different types of business reports cater to various purposes, including monitoring performance, making decisions, and more, offering a range of options beyond standard reports.

1. Informational reports

The primary purpose of informational reports is, well, to inform. These reports provide all the nitty-gritty details of specific aspects of your business without any conclusions or opinions. 

Examples include daily sales reports, inventory levels, or even project updates. This is the essential “just the facts, ma’am” type of report you need to stay in the loop.

2. Analytical reports

Analytical reports give you a more in-depth look at the data to help you make decisions. These reports come with all the bells and whistles – charts, graphs, and recommendations based on thorough analysis. Analytical reports are what you whip out when you need to decide whether to invest in a new project, evaluate your marketing efforts, or diagnose challenges within the company. The goal of such a report is to help you make smarter decisions for the growth and development of your business.

3. Summaries & reviews:

If you’re a little short on time and need a quick overview of your business’s performance, summary reports are your best bet. These reports condense the crucial details from other reports at regular intervals (monthly, quarterly, or annually) and present them in a digestible format. 

4. Research reports

As the name suggests, these in-depth reports dig into specific topics or issues relevant to your business. Research reports are great when exploring new markets, considering new product development, or requiring a detailed evaluation of business practices. These reports act as guides for making major decisions that could significantly impact your company’s direction and success.

5. Progress reports

Let’s say you’ve got a fantastic project idea underway. You’ll need to keep track of every stage of it to ensure it’s smooth sailing ahead. Enter progress reports. They track the achievements, setbacks, and future plans of ongoing projects. These are essential for keeping everyone – from employees to investors – in the loop.

Business report template FAQs

1. what are the best practices for creating a business report.

You could open up Google doc, record your metrics and make a few points of analysis, send it to your team and call it a day. But is that the most effective way to report on your findings?

Many people may not even read those types of reports. Not to mention, a plain old report probably won’t impress stakeholders.

It’s important to brand yourself (and stand out from your competition). And then there’s the ever-important need to create buy-in from stakeholders and convince them of your recommendations.

That’s why it pays to make your reports as engaging as possible. That means visualizing data , processes , and concepts to make them easier to understand and more fun to look at, as you’ve seen from the business report examples in this post.

business report template

You can do that easily by getting started with a  business report template  or consulting report template .

There are two big reasons why it’s a good idea to create a highly visual business report:

  • You will be able to organize, analyze and summarize your findings .
  • You will be able to communicate your reports more effectively with your team, stakeholders and customers.

For example, the below business report template shows four different ways you can visualize information. It’s much more captivating and easily digested than a block of text.

business report template

And don’t worry about how time-consuming designing a report might be. If you start with a solid business report template, you can repurpose that template over and over again.

Use the template as a framework, then customize your information and design to fit your specific needs. Then, use a  chart tool  to convert cumbersome data into clear visuals.

Just like in the above business report sample, you’ll have a succinct, powerful (and polished) report that stakeholders can understand at a glance.

2. How do you design a business report template?

Incorporate your branding into the design

Part of building a strong brand is using consistent branding across all of your content, both internal and public-facing. You can incorporate your branding into your business report design by importing your logo and using your brand colors and fonts.

Our My Brand Kit feature automatically imports company logos and fonts from any website. You can then apply them to your design with one click.

Stick to only one topic per page or slide

When creating a report, it’s easy to try and cram a bunch of text onto one page. But then you run the risk of creating an impenetrable wall of text.

Instead, focus on only one topic per page or slide. If you find that even that makes your page look too cramped, then try breaking up your information into two pages or looking for ways to better summarize your information .

Put functionality first

When you’re designing a business report, you should look for opportunities to visualize data and creatively present information. That being said, the primary goal of your business report should still be to communicate information clearly.

Use design elements such as icons or fonts  in different sizes, weights and colors to highlight, emphasize and categorize information, not obscure it. If a page you’re working on looks cluttered or confusing, take another stab at it.

Remember that functionality comes first, and that includes using the right visuals for your information.

3. What is the best business report maker?

You can make a business report online using a number of tools. As we have mentioned, a great business report is visually appealing, includes icons, images, clear fonts, easy-to-understand charts and graphs, as well as being branded.

Venngage is the one-stop design solution when it comes to creating reports. The business report examples in this article highlight how easy it is to design a variety of reports for every type of organization and activity. Make design simple by using Venngage.

More business communication guides:

  • The Ultimate Guide to Consulting Proposals (2024)
  • 20+ White Paper Examples [Design Guide + White Paper Templates]

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How to Write a Business Report: A Step By Step Guide with Examples

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Table of contents

Peter Caputa

To see what Databox can do for you, including how it helps you track and visualize your performance data in real-time, check out our home page. Click here .

With so much experience under your belt, you already know a lot about business reporting.

So, we don’t want to waste your time pointing out the obvious because we know what you need.

Secrets. Tricks. Best practices.sales rep drilldown business report

The answer to how to write a mind-blowing business report that you don’t need to spend hours and days writing.

A business report that will immediately allow you to identify your strengths and weaknesses.

A report that’ll help you learn more about your business and do more accurate forecasting and planning for the future.

We believe we have just that right here.

With this comprehensive guide, you’ll create effective sales, analytical, and informative business reports (and business dashboards ) that will help you improve your strategies, achieve your goals, and grow your business.

So, let’s dive in.

What Is a Business Report?

Importance of creating business reports, types of business reports, what should be included in a business report, how to write a business report: an 11-step guide.

  • Business Report Examples

profitwell-dashboard-template-databox-cta

Although there’s a variety of business reports that differ in many aspects, in short, a business report definition would be the following:

A business report is an informative document that contains important data such as facts, analyses, research findings, and statistics about a business with the goal to make this information accessible to people within a company.

Their main purpose is to facilitate the decision-making process related to the future of the business, as well as to maintain effective communication between people who create the reports and those they report to.

A good business report is concise and well-organized, looks professional, and displays the relevant data you can act on. The point is to reflect upon what you’ve achieved so far (typically, over the past month, quarter or year) and to use the data to create a new strategy or adjust the current one to reach even more business goals.

Business reports should be objective and based on the data. When stating the facts, people rely on numbers rather than giving descriptions. For instance, instead of saying “our conversion rate skyrocketed”, you would display the exact percentages that back up that claim.

Business reporting matters for several reasons, among which the most important ones are:

Recognizing Opportunities to Grow

Detecting issues and solving them quickly, evaluating a potential partner, having a paper trail, keeping things transparent for the stakeholders, setting new company goals.

In fact, over half of the companies that contributed to Databox’s state of business reporting research confirmed that regular monitoring and reporting brought them significant concrete benefits.

If you never look back at what you’ve achieved, you can’t figure out what you’ve done well and what you can leverage in the future for even better results.

When you analyze a specific aspect of your business over a specific time period and present the data you gathered in a report, you can detect an opportunity to grow more easily because you have all the information in one place and organized neatly.

Is it time to introduce new products or services? Is there a way to enhance your marketing strategy? Prepare a report. Can you optimize your finances? Write a financial business report . Whatever decision you need to make, it’s easier when you base it on a report.

Reports are essential for crisis management because they can introduce a sense of calmness into your team. Putting everything on paper makes it easier to encompass all the relevant information and when you know all the facts, you can make a more accurate and effective decision about what to do next.

Writing business reports regularly will also help you identify potential issues or risks and act timely to prevent damage and stop it from escalating. That’s why monthly reporting is better than doing it only once a year.

Having an insight into your finances , operations and other business aspects more regularly allows you to have better control over them and mitigate potential risks more effectively.

Different types of business reports may be accessible to the general public. And if they’re not, specific situations may require a company to send them over to the person requesting them. That may happen if you’re considering a partnership with another company. Before making the final decision, you should learn about their financial health as every partnership poses a certain risk for your finances and/or reputation. Will this decision be profitable?

Having an insight into a company’s business report helps you establish vital business relationships. And it goes the other way around – any potential partner can request that you pull a business report for them to see, so writing business reports can help you prove you’re a suitable business partner.

In business, and especially in large companies, it’s easy to misplace information when it’s communicated verbally. Having a written report about any aspect of your business doesn’t only prevent you from losing important data, but it also helps you keep records so you can return to them at any given moment and use them in the future.

That’s why it’s always good to have a paper trail of anything important you want to share with colleagues, managers, clients, or investors. Nowadays, of course, it doesn’t have to literally be a paper trail, since we keep the data in electronic form.

Writing business reports helps you keep things transparent for the stakeholders, which is the foundation of efficient communication between these two sides.

You typically need to report to different people – sometimes they’re your managers, sometimes they’re a client. But your company’s stakeholders will also require an insight into the performance of your business, and relying on reports will help you maintain favorable business relationships. A business report shows you clearly how your company is performing and there isn’t room for manipulation.

Once you set business goals and the KPIs that help you track your progress towards them, you should remember they’re not set in stone. From time to time, you’ll need to revisit your goals and critical metrics and determine whether they’re still relevant.

When you write a business report and go through it with your team members or managers, you have a chance to do just that and determine if you’re efficient in reaching your goals. Sometimes, new insights will come up while writing these reports and help you identify new objectives that may have emerged.

Depending on your goals and needs, you’ll be writing different types of business reports. Here are five basic types of business reports .

Informational Report

Analytical report, research report, explanatory report, progress report.

Informational reports provide you with strictly objective data without getting into the details, such as explaining why something happened or what the result may be – just pure facts.

An example of this type of business report is a statement where you describe a department within your company: the report contains the list of people working in this department, what their titles are, and what they’re responsible for.

Another example related to a company’s website could look like this Google Analytics website traffic engagement report . As we explained above, this report shows objective data without getting too much into the details, so in this case, just the most important website engagement metrics such as average session duration, bounce rate, sessions, sessions by channel, and so on. Overall, you can use this report to monitor your website traffic, see which keywords are most successful, or how many returning users you have, but without further, in-depth analysis.

Google Analytics Website Engagement Dashboard Template

Analytical reports help you understand the data you’ve collected and plan for the future based on these insights. You can’t make business decisions based on facts only, so analytical reports are crucial for the decision-making process.

This type of business report is commonly used for sales forecasting. For instance, if you write a report where you identify a drop or an increase in sales, you’ll want to find out why it happened. This HubSpot’s sales analytics report is a good example of what metrics should be included in such a report, like average revenue per new client or average time to close the deal. You can find more web analytics dashboard examples here.

HubSpot CRM – Sales Analytics Overview

From these business reports, you can find out if you will reach your goals by implementing your current strategy or if you need to make adjustments.

Research is critical when you’re about to introduce a change to your business. Whether it’s a new strategy or a new partner, you need an extensive report to have an overview of all important details. These reports usually analyze new target markets and competition, and contain a lot of statistical data.

While not the same, here is an example of an ecommerce dashboard that could help track each part of a campaign in detail, no matter whether you are launching a new product, testing a new strategy, and similar. Similar to a research report, it contains key data on your audience (target market), shows your top-selling products, conversion rate and more. If you are an online store owner who is using paid ads, you can rely on this report to monitor key online sales stats in line with Facebook Ads and Google Analytics. See more ecommerce dashboards here.

Shopify + Facebook Ads + Google Analytics (Online Sales overview) Dashboard Template

As you might guess from its name, you write the explanatory report when it’s necessary for you to explain a specific situation or a project you’ve done to your team members. It’s important to write this report in a way that everyone will be able to understand.

Explanatory reports include elements like research results, reasons and goals of the research, facts, methodology, and more. While not exactly an explanatory report, this example of a HubSpot marketing drilldown report is the closest thing to it, as it helps marketers drill into an individual landing page performance, and identify how good their best landing pages are at converting, or which ones have the best performance.

HubSpot Marketing Landing Page Drilldown

A progress report is actually an update for your manager or client – it informs them about where you stand at the moment and how things are going. It’s like a checkpoint on your way towards your goal.

These reports may be the least demanding to write since you don’t need to do comprehensive research before submitting them. You just need to sum up your progress up to the point when the report was requested. This business report may include your current results, the strategy you’re implementing, the obstacles you’ve come across, etc. If this is a marketing progress report you can use marketing report templates to provide a more comprehensive overview.

In many companies, progress reports are done on a weekly or even daily basis. Here is an example of a daily sales report from Databox. HubSpot users can rely on this sales rep drilldown business report to see how individual each sales rep is performing and measure performance against goals. Browse through all our KPI dashboards here.

HubSpot CRM (Sales Rep Drilldown) dashboard template

What does a great business report look like? If you’re not sure what sections your report should have, you’ll learn what to include in the following lines.

Business Report Formatting

Different types of reports require different lengths and structures, so your business report format may depend on what elements your report needs to have. For example, progress reports are typically pretty simple, while analytical or explanatory reports are a different story.

However, most reports will start with a title and a table of contents, so the person reading the report knows what to expect. Then, add a summary and move on to the introduction. After you’ve written the body and the conclusion, don’t forget to include suggestions based on your findings that will help your team create an actionable plan as you move forward.

After that, list the references you used while creating the report, and attach any additional documents or images that can help the person reading the report understand it better.

This outline may vary depending on what kind of report you’re writing. Short business reports may not need a table of contents, and informative reports won’t contain any analyses. Also, less formal reports don’t need to follow a strict structure in every situation.

Business Report Contents

When it comes to the contents of your report, keep in mind the person who’s going to read it and try to balance between including all the relevant information, but not overwhelming the reader with too many details.

  • The introduction to the report should state the reason why you’re writing it, and what its main goal is. Also, mention what methodology and reporting software you’ve used, if applicable.
  • The body of the report is where you’ll expose all your key findings, explain your methodology, share the important data and statistics, and present your results and conclusion.
  • The conclusion , similarly to the summary you’ll add at the beginning of the report, briefly singles out the most important points and findings of the report.

If you decide to include more sections like recommendations, this is where you’ll suggest the next steps your team or the company may want to take to improve the results or take advantage of them if they’re favorable.

PRO TIP: Are You Tracking the Right Metrics for Your SaaS Company?

As a SaaS business leader, there’s no shortage of metrics you could be monitoring, but the real question is, which metrics should you be paying most attention to? To monitor the health of your SaaS business, you want to identify any obstacles to growth and determine which elements of your growth strategy require improvements. To do that, you can track the following key metrics in a convenient dashboard with data from Profitwell:

  • Recurring Revenue. See the portion of your company’s revenue that is expected to grow month-over-month.
  • MRR overview. View the different contributions to and losses from MRR from different kinds of customer engagements.
  • Customer overview . View the total number of clients your company has at any given point in time and the gains and losses from different customer transactions.
  • Growth Overview . Summarize all of the different kinds of customer transactions and their impact on revenue growth.
  • Churn overview. Measure the number and percentage of customers or subscribers you lost during a given time period.

If you want to track these in ProfitWell, you can do it easily by building a plug-and-play dashboard that takes your customer data from ProfitWell and automatically visualizes the right metrics to allow you to monitor your SaaS revenue performance at a glance.

profitwell-dashboard-template-preview

You can easily set it up in just a few clicks – no coding required.

To set up the dashboard, follow these 3 simple steps:

Step 1: Get the template 

Step 2: Connect your Profitwell account with Databox. 

Step 3: Watch your dashboard populate in seconds.

Note : Other than text, make sure you include images, graphs, charts, and tables. These elements will make your report more readable and illustrate your points.

Whether you’re writing a specific type of business report for the first time or you simply want to improve the quality of your reports, make sure you follow this comprehensive guide to writing an effective business report.

  • Do Your Research
  • Create an Outline
  • Determine Formatting Guidelines
  • Think of an Engaging Title
  • Write the Introduction
  • Divide the Body of the Report into Sections
  • Choose Illustrations
  • Conclude Effectively
  • Gather Additional Documentation
  • Add a Summary
  • Proofread Your Work

Step 1: Do Your Research

A well-planned report is a job half done. That means you need to do research before you start writing: you need to know who you’re writing for and how much they know about the topic of your report. You need to explore the best business dashboard software and templates you can use for your report.

Also, if you believe you will need additional resources and documents to add in the appendix, you should do it during this phase of report writing.

Step 2: Create an Outline

Once you’ve gathered the resources, it’s time to plan the report. Before you start writing, create an outline that will help you stick to the right structure. A business report is complex writing in which you can get lost very easily if you don’t have a clear plan.

Moreover, the report shouldn’t be complicated to read, so sticking to a plan will allow you to keep it concise and clear, without straying from the topic.

Step 3: Determine Formatting Guidelines

Most companies have their in-house formatting that every official document has to follow. If you’re not sure if such rules exist in your company, it’s time you checked with your managers.

If there arent’ any guidelines regarding formatting, make sure you set your own rules to make the report look professional. Choose a simple and readable format and make sure it supports all the symbols you may need to use in the report. Set up proper headings, spacing, and all the other elements you may need in Word or Google Docs.

Pro tip: Google Docs may be easier to share with people who are supposed to read your business report.

Step 4: Think of an Engaging Title

Even if you’re writing a formal business report, the title should be clear and engaging. Reports are typically considered dull as they’re a part of official business documentation, but there’s no reason why you can’t make them interesting to read. Your title should suit the report topic and be in different font size so the reader can recognize it’s a title. Underneath the title, you should add the name of the author of the report.

Step 5: Write the Introduction

A good introductory paragraph for a business report should explain to the reader why you’ve written the report. Use the introduction to provide a bit of background on the report’s topic and mention the past results if there’s been a significant improvement since your last report.

Step 6: Divide the Body of the Report into Sections

As this will be the most comprehensive part of your report, make sure you separate the data into logical sections. Your report is supposed to tell a story about your business, and these sections (such as methodology, hypothesis, survey, findings, and more) will help the data look well-organized and easy to read.

Step 7: Choose Illustrations

Of course, each of these sections should be followed with charts, graphs, tables, or other illustrations that help you make a point. Survey results are typically best displayed in pie charts and graphs, and these enable the reader to visualize the data better. From the formatting point of view, breaking the long text sections with illustrations makes the report more readable.

Pro tip: Using centralized dashboard solutions like Databox can bring your reporting game to the next level. Sign up for a forever-free trial now to see how you can use Databox to track and visualize performance easier than ever before .

Step 8: Conclude Effectively

Finish your report with a to-the-point conclusion that will highlight all the main data from the report. Make sure it’s not too long, as it’s supposed to be a summary of the body of the report. In case you don’t want to add a specific section for recommendations, this is where you can include them, along with your assessments.

Step 9: Gather Additional Documentation

If you’ve determined what additional documents, images, surveys, or other attachments you may need for your report, now is the time to collect them. Request access to those you may not be able to get on time, so you have everything you need by the deadline. Copy the documents you can use in the original form, and scan the documents you need in electronic format.

Step 10: Add a Summary

The summary is usually at the top of the report, but it’s actually something you should write after your report is completed. Only then will you know exactly what your most relevant information and findings are, so you can include them in this brief paragraph that summarizes your report’s main points.

The summary should tell the reader about the objective of the report, the methodology used, and even mention some of the key findings and conclusions.

Step 11: Proofread Your Work

It may seem like common sense, but this final step of the process is often overlooked. Proofreading your work is how you make sure your report will look professional because errors can ruin the overall impression the reader will form about your work, no matter how great the report is.

Look for any spelling or grammatical mistakes you can fix, and if you’re not sure about specific expressions or terminology, use Google to double-check it. Make sure your writing is to-the-point and clear, especially if you’re writing for people who may not know the industry so well. Also, double-check the facts and numbers you’ve included in the report before you send it out or start your reporting meeting.

Business Report Examples (with Ready-to-Use Templates)

Here, we’re sharing a few business reporting examples that you can copy, along with ready-to-use and free-to-download templates. If you don’t know where to start and what to include in different types of business reports, these business report examples are a great way to get started or at least get some inspiration to create yours.

Activity Report Example

Annual report example, project status report example, financial report example, sales report example, marketing report example.

Note : Each of the business report templates shared below can be customized to fit your individual needs with our DIY Dashboard Designer . No coding or design skills are necessary.

For reporting on sales activity, HubSpot users can rely this streamlined sales activity report that includes key sales metrics, such as calls, meetings, or emails logged by owner. This way, you can easily track the number of calls, meetings, and emails for each sales rep and identify potential leaks in your sales funnel. Check all our sales team activity dashboards here. Or if you are looking for dashboards that track general sales performance, browse through all Databox sales dashboards here.

Activity Report Example

If you’re preparing for annual reporting, you will benefit from choosing this HubSpot annual performance report . It contains all the relevant metrics, such as email and landing page performance, new contacts, top blog posts by page views, and more. See all our performance dashboard templates here.

Annual Report Example

Project status reports can be very similar to progress reports. If you’re in need of one of those, here’s an example of a Project overview dashboard from Harvest that shows that can help you create simple, but well-organized report based on metrics that matter: hours tracked, billable hours, billable amount split by team members., and more. Check out more project management dashboard templates we offer here.

Project Status Report Example

Are you creating a financial report? You will find this QuickBooks + HubSpot integration a great choice for a financial performance dashboard that makes creating a report simple. This dashboard focuses on the essential financial report

ting metrics and answers all your revenue-related questions. See all Databox financial dashboards here.

Financial Report Example

If you’re tracking your sales team’s monthly performance, this sales report template will help you prepare an outstanding report. Check out all the vital productivity KPIs, track your progress towards your goals, and understand well how your current sales pipeline is performing. See all sales performance dashboards we have available here.

Sales Report Example

Marketing reports can be easily prepared by using this monthly marketing report template . With HubSpot’s reporting, you can determine where your website traffic is coming from, how your landing pages and specific blog posts are performing, and how successful your email campaigns are. Browse all Databox marketing dashboards or marketing report examples here.

Marketing Report Example

Create a Professional Business Report in No Time with Databox

Does creating a business report still sound like a daunting task? It doesn’t have to be with Databox.

In times when we’re all trying to save our time and energy for things that matter rather than scattering valuable resources on tedious, repetitive tasks, it’s critical to optimize your business process. And we want to help you do just that.

Using a business reporting dashboard enables you to track data from all the different tools you’re using – but in one place. With Databox, you can monitor and report on performance in a single dashboard that is optimized for all your favorite devices and you can create streamlined and beautiful dashboards even if you are not that tech-savvy. (no coding or design skills are required).

Automating business reporting has never been easier. And with Databox, you can do exactly that in just a few clicks. Sign up now and get your first 3 business dashboards for free.

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Stefana Zarić is a freelance writer & content marketer. Other than writing for SaaS and fintech clients, she educates future writers who want to build a career in marketing. When not working, Stefana loves to read books, play with her kid, travel, and dance.

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How to Make a “Good” Presentation “Great”

  • Guy Kawasaki

presentation of a business report

Remember: Less is more.

A strong presentation is so much more than information pasted onto a series of slides with fancy backgrounds. Whether you’re pitching an idea, reporting market research, or sharing something else, a great presentation can give you a competitive advantage, and be a powerful tool when aiming to persuade, educate, or inspire others. Here are some unique elements that make a presentation stand out.

  • Fonts: Sans Serif fonts such as Helvetica or Arial are preferred for their clean lines, which make them easy to digest at various sizes and distances. Limit the number of font styles to two: one for headings and another for body text, to avoid visual confusion or distractions.
  • Colors: Colors can evoke emotions and highlight critical points, but their overuse can lead to a cluttered and confusing presentation. A limited palette of two to three main colors, complemented by a simple background, can help you draw attention to key elements without overwhelming the audience.
  • Pictures: Pictures can communicate complex ideas quickly and memorably but choosing the right images is key. Images or pictures should be big (perhaps 20-25% of the page), bold, and have a clear purpose that complements the slide’s text.
  • Layout: Don’t overcrowd your slides with too much information. When in doubt, adhere to the principle of simplicity, and aim for a clean and uncluttered layout with plenty of white space around text and images. Think phrases and bullets, not sentences.

As an intern or early career professional, chances are that you’ll be tasked with making or giving a presentation in the near future. Whether you’re pitching an idea, reporting market research, or sharing something else, a great presentation can give you a competitive advantage, and be a powerful tool when aiming to persuade, educate, or inspire others.

presentation of a business report

  • Guy Kawasaki is the chief evangelist at Canva and was the former chief evangelist at Apple. Guy is the author of 16 books including Think Remarkable : 9 Paths to Transform Your Life and Make a Difference.

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What makes a great business report presentation.

presentation of a business report

A large number of consultant report presentations fail to make an impact but it is fair to say, as Daniel Tay does in his very comprehensive guide, 25 Powerful Report Presentations And How To Make Your Own :

The elements that make a consultant’s report presentation great are almost the same that make any presentation great. At the end of the day, keep your audience at the centre, be creative and thoughtful of their needs; use design and visuals to your advantage and integrate them early on, not as an afterthought. And remember: Sometimes, less is more.

He has compiled 25 great examples from some of the world’s leading business consultancies to illustrate how to make an impact. What is particularly useful, is the way he has broken them down to demonstrate the key tips:

Make your Data Digestible

The less is more principle – use data to back your insights, rather than make the data the focus of the slide.

Clean Up Your Slides

Clean and simple slides remove distraction and place emphasis on your message.

Choose the Right Fonts

A good rule of thumb in your report presentation is to use clear, minimally-styled fonts so your message doesn’t get lost in a web of visual distraction.

Make Use of Visuals

Good, relevant visuals amplify your message because they elicit emotional responses, helping your audience retain key points.

Stay organized

A clear flow to the presentation – perhaps even with a tracking tool on each slide to follow progress – will help the audience’s retention rate.

Speak TO Your Audience – Not AT Your Audience

Using an active voice connects better with the audience. And the use of poll questions keeps your audience engaged. For some suggestions on useful tools to use, go to 5 More Ways to Get Instant Feedback from your Audience

Break it Down

Breaking down your solution step-by-step is the best way to increase the effectiveness of your presentation.

Give Actionable Insight

Personalise it to give tailored advice to the stakeholders. What makes a great consultant is his or her ability to go beyond surface data to give clients real, actionable insight.

Keep it Short and Sweet

Bitesize can still be meaty. Remember, quality over quantity.

Don’t Forget to Take Credit

Your photo will help them remember who you are.

You can check out all the great examples at  25 Powerful Report Presentations And How To Make Your Own.

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The Only PowerPoint Templates You’ll Ever Need

Anyone who has a story to tell follows the same three-act story structure to...

PresentationLoad

How to Create an Outstanding Report Presentation!

A report presentation is a daily necessity for most companies. Employees are constantly working on compiling data and facts about their company and department and presenting them in PowerPoint presentations. But often, the presentation design fails to impress.

In this article, you’ll learn how to visualize hard data into an appealing and engaging report presentation for your audience.

What exactly is a report?

A business report is a formal document that communicates corporate information clearly and concisely .

In a report presentation, a company presents data, facts and information, quarterly balance sheets, turnover, HR developments , and so on.

Why report presentations are so important

Report presentations are essential to the success of your business . Why? It’s simple.

Report presentations provide a coherent overview of your company’s performance : What is the current status quo? Which strategic decisions need to be made in the future? How are resources being allocated?

This clear presentation forms the basis for future fact-based decisions . This means it must present facts transparently and answer any business-related questions .

What does a good report presentation look like?

A report presentation has to be clear and concise – after all, you want your audience to understand what you’re saying.

Reporting on data is often very dry. You need to present it in the most visually interesting way possible . An attractive report design will help your audience understand your key messages immediately, without having to delve into specific corporate figures . Keep reading for tips on how to do this.

How to create an engaging report presentation: 5 tips

Report presentations are usually time-limited, so focus on the essential information . The key is to communicate facts clearly and concisely .

Give your information visual interest. Microsoft PowerPoint offers numerous possibilities for enhancing the look of your presentation. Below we have compiled 5 tips for you on how to create an appealing report.

Tip 1: Prepare properly

Report presentation 5 tips

Preparation lays the foundation for a successful report presentation. Think carefully about how you want to present specific facts and data. Know what you want to say and what your goals are – that’s key for a great report presentation layout. Each slide must have a specific purpose . Only include data that is essential to convey your message .

Give your slides variety but don’t overload them with information or graphics. Less is often more. Try out the unique features of PowerPoint and see which option best suits your presentation.

Focus on the most important key figures and avoid unnecessary details . A good report presentation should make your key statements understandable without your audience having to delve deeper into the company’s key figures.

For 11 helpful tips on preparing your presentations, check out our post, Preparing a PowerPoint Presentation .

Tip 2: Chose the right charts and diagrams

Charts and diagrams are the best way to visualize figures and data. Not only are they visually appealing, but they also summarize your statements in a way that is easy to understand .

PowerPoint offers a wide range of charts and diagrams . You can choose from pie charts, bar charts and area charts, as well as other customizable diagram options. We’ve summarized an overview of the best diagram styles and when to use them in our article, 10 Chart Types: Which One Is Right for My Data?

Some chart types are more suited to specific data . For example, a pie chart is a terrific way to show gender distribution in your company. Bar or column charts can be used to visualize sales, balance sheets and profits.

If you want to illustrate aspects that have happened over a longer period of time, area charts, line charts and of course timelines are ideal.

Feel free to combine several chart types . Let your creativity run free. You can also add icons to your diagrams. The possibilities are endless! Just keep it simple and don’t overload your slides. You can find professionally designed icons in our shop . Take a look at these:

business icons for report presentation

Once you’ve found the right type of chart or diagram, it’s time to highlight the most vital information in it . This helps your audience understand your key messages and quickly identify the most important aspects of your report presentation. If you need to, you can further explain these aspects as you go along.

You’ll find professionally designed slide templates for various charts in our shop . For example, this template:

Waterfall skaliert jpg

Tip 3: Reuse layouts

Certain topics often reappear in report presentations. A good example of this is quarterly figures or annual financial statements. With these kinds of topics, it makes sense to the invest time in creating an optimal layout that you can reuse .

If you want to compare quarterly figures or annual financial statements, using the same layout makes any differences clear and obvious to your audience.

You can find out how to create your own layouts and other tips & tricks here .

Tip 4: Other design elements

You can also use additional design elements to enhance your report presentation . There are unlimited, creative options to choose from. Think carefully about which elements will visually support your statements.

Try to include transparent images . These are more attractive than normal images and set visual accents when combined with text or graphics. Transparent images are also effective as customized backgrounds, like on title slides. We’ve put together more information on transparent images for you here .

Another design idea is icons . These small images help to break up blocks of text and reduce presentation content to a bare minimum. The simple messages behind icons are universally understood and save space on slides. More information can be found here .

Tip 5: Practice, practice, practice

Ideally, a report presentation should need little accompanying information – your slides should speak for themselves . But that doesn’t mean you don’t need to practice. Especially with diagrams, extra information can further support the infographics. Put particular focus on getting your key messages across.

Think about any questions that your audience may have. Even when your report presentation covers only key content, it’s still important to know and convey more in-depth background information on data, facts and figures in case of follow-up questions .

Of course, there’s so much more that goes into a convincing presentation. Here are some articles with helpful tips:

  • 16 Ways to Kick-Start Your Presentation
  • Body Language in PPT Presentations: 8 Tips & Tricks
  • Rhetoric Skills: How to Speak and Present Effectively
  • Presentation Hack: Always Focus on Your Audience’s Needs
  • Because First Impressions Aren’t Everything: 20 Tips and Ideas to End Your Presentation in Style

You can find more helpful articles in our blog. ► To the blog

Create expert report presentations

Report presentations are a common part of day-to-day business. With their clear graphic elements, reports communicate unambiguous information that is essential for a company’s success.

No doubt your next report presentation is already in your business calendar. Take our tips to heart and try them in your next report.

Do you have questions about report presentations or general questions about PowerPoint? Feel free to contact us at [email protected] . We’re here to help!

Are you looking for professionally designed slide templates for your report presentation? Take a look around our shop. We have a wide variety of slide templates on numerous (business) topics. You’re sure to find the right slide set for your needs. For example, here’s one for your financial report:

Financial Report EN sklaliert

You can find more templates here ► To the shop

These articles might also interest you:

  • The Right Way to Use Pie Charts in PowerPoint
  • PowerPoint Layout: Tips & Tricks Plus 6 Modern Ideas for Your Slide Layout!
  • Make a PowerPoint Image Transparent: The Pro Guide
  • Icons: An Amazing Way to Improve Your Content
  • Preparing a PowerPoint Presentation: 11 Tips for Guaranteed Success!
  • 10 Chart Types: Which One Is Right for My Data?

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Business Communication  - How to Write a Powerful Business Report

Business communication  -, how to write a powerful business report, business communication how to write a powerful business report.

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Business Communication: How to Write a Powerful Business Report

Lesson 8: how to write a powerful business report.

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How to write a powerful business report

presentation of a business report

When a company needs to make an informed decision, it can create a business report to guide its leaders. Business reports use facts and research to study data, analyze performance, and provide recommendations on a company's future.

Watch the video below to learn how to write and format a business report.

The basics of a business report

Business reports are always formal , objective , and heavily researched . Every fact must be clear and verifiable, regardless of whether the report focuses on a single situation or examines the overall performance of an entire company.

Because objectivity is crucial in a business report, avoid subjective descriptions that tell the reader how to feel. For instance, if sales were down last quarter, don’t say “Sales were terrible last quarter,” but rather let the sales data speak for itself. There should also be no personal pronouns, such as “I think we should invest more capital.” A business report should remain impersonal and framed from the company’s perspective.

The structure of a business report

Although the size of a report can range from one page to 100, structure is always important because it allows readers to navigate the document easily. While this structure can vary due to report length or company standards, we’ve listed a common, reliable structure below:

  • Front matter : List your name, job title, contact information, and the date of submission. You can also create a title for the report.
  • Background : State the background of the topic you’ll be addressing, along with the purpose of the report itself.
  • Key findings : Provide facts , data , and key findings that are relevant to the purpose stated in the background. Be clear and specific, especially because the entire report depends on the information in this section.
  • Conclusion : Summarize and interpret the key findings, identify issues found within the data, and answer questions raised by the purpose.
  • Recommendations : Recommend solutions to any problems mentioned in the conclusion, and summarize how these solutions would work. Although you’re providing your own opinion in this section, avoid using personal pronouns and keep everything framed through the company’s perspective.
  • References : List the sources for all the data you've cited throughout the report. This allows people to see where you got your information and investigate these same sources.

Some companies may also require an executive summary after the front matter section, which is a complete summary that includes the report’s background, key findings, and recommendations. This section lets people learn the highlights quickly without having to read the entire document. The size of an executive summary can range from a paragraph to multiple pages, depending on the length of the report.

As mentioned in Business Writing Essentials , revision is key to producing an effective document. Review your writing to keep it focused and free of proofreading errors, and ensure your factual information is correct and presented objectively. We also recommend you get feedback from a colleague before submitting your work because they can spot errors you missed or find new opportunities for analysis or discussion.

Once you’ve revised your content, think about the report’s appearance . Consider turning your front matter section into a cover page to add some visual polish. You can also create a table of contents if the report is lengthy. If you’re printing it out, use quality paper and a folder or binder to hold the report together. To diversify the presentation of your data, try using bulleted lists, graphics, and charts.

Example of a business report

To demonstrate the principles of this lesson, we’ve created a brief business report for you to review.

Let's start by looking at the first page of this two-page report.

presentation of a business report

The layout of the front matter is simple and effective, while the background sets the stage in a quick, specific manner. The key findings provide the main takeaways that warrant further investigation, along with a chart to add emphasis and visual variety.

Now let's look at the following page.

presentation of a business report

The conclusion features a little of the writer's opinion on the key findings, although the writing is still centered around the company's perspective. The recommendations are clear and supported by the data, while the references are thorough.

While business reports may seem intimidating, you have the ability to create a thorough, informative document through practice and careful research. Collect the facts and present them in an organized, objective manner, and you’ll help your business make informed decisions.

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Success Secrets For Designing A Fantastic Business Report PPT

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A business report ppt is a must for any organisation.

Imagine holding the attention of a room full of executives as you deliver a captivating business report PPT. Not only is your content top-notch, but the manner of your presentation is clear, confident, and compelling. If this sounds like a dream come true, then this comprehensive guide is for you! Let's explore the world of business reports and discover how you can boost your presentations, make them more impactful, and leave your audience impressed.

What is a Business Report PPT?

A business report PPT is a visual summary of important business information. Think of it as a slide show or presentation that tells a story about your company's data, research, or performance. Instead of making people read long reports, this presentation shows the main points using slides with graphics, charts, and brief text. It's designed to grab the attention of the audience, whether they are team members, managers, or potential investors. By using visuals and keeping things concise, it helps viewers quickly understand the message and make decisions based on it. In short, it's a way to share key business details in an easy-to-follow and engaging manner.

12 Interesting Business Report PPT Types That Every Company Uses

Business reports come in various types, each serving a specific purpose and audience. Here are some common business report PPT types that companies use on a regular basis:

Person working on an analytical business report PPT.

Analytical Reports

Analytical reports go beyond just stating facts; they explain the "why" behind them. For instance, if sales are down, the report will dig into reasons like customer behavior or market trends. This deeper understanding helps decision-makers take more informed actions.

Example of a Quarterly business report PPT.

Periodic Reports

These are regular reports like daily updates, monthly summaries, or annual reviews. They often follow a set format and provide ongoing updates on projects, sales, or other key aspects of the business.

Every organisation does research for all kinds of purposes. One way to maintain any Research report is in the form of a business report PPT.

Research Reports

These are detailed studies focused on specific issues or opportunities. They usually involve extensive data collection and analysis, and they aim to provide in-depth insights.

Man checks out financial details from a Financial business report PPT on laptop and phone.

Financial Reports

These reports are all about the numbers. They cover topics like revenue, expenses, profits, and losses. Examples include income statements, balance sheets, and cash flow statements.

Woman's points to sales graph in a Sales business report PPT on a tablet.

Sales Reports

Sales reports track the performance of products or services over a specific time. They help businesses understand market demand, sales trends, and the effectiveness of sales strategies.

presentation of a business report

Progress Reports

These are usually project-specific reports that track the progress of ongoing initiatives. They outline what has been completed, what is currently underway, and what steps are next.

presentation of a business report

Situational Reports

Companies use these reports when something out-of-the-ordinary happens, such as an emergency or a unique opportunity. These are often quick, concise, and geared toward immediate decision-making.

presentation of a business report

Summary Reports

These reports condense longer reports or datasets into shorter versions. They capture the most crucial information without going into all the details, making it easier for executives to skim.

presentation of a business report

Compliance Reports

These reports demonstrate how the business is adhering to laws, regulations, or standards. External agencies may request organisations to provide such reports to make sure everything they are doing is within the law.

presentation of a business report

Feasibility Reports

These assess the practicality of a proposed plan or project. They help business leaders decide whether to proceed with an initiative by outlining costs, risks, and benefits.

presentation of a business report

Explanatory Reports

These reports focus on explaining processes or choices. They're educational and often aim to bring the reader to a certain conclusion based on the presented facts.

presentation of a business report

Recommendation Reports

Recommendation reports offer solutions to specific problems or decisions. They evaluate various options and suggest the best one. The aim is to guide decision-makers in making informed, effective choices.

Understanding the different types of business reports can help you choose the right one for your needs, ensuring the message you want to convey is received loud and clear. Now, let’s learn about the slides that are typically included in a business report PPT.

13 Valuable Slides To Include In Your Business Report PPT

A business report PPT is a structured journey that unfolds crucial insights about a given topic. It serves as a tool to not only present data but also tell a story in a manner that's compelling and easily digestible. Beginning with a captivating title slide that sets the tone, it navigates through various key elements like objectives, methodology , findings, and recommendations, each contributing to the larger narrative. Just as chapters in a book, each slide has a distinct purpose and together, they weave a consistent storyline designed to engage, inform, and persuade the audience. The following section delves deeper into the individual roles and nuances of these slides.

Title Slide

This slide offers a glimpse into the report's subject, introducing the topic at hand. It also showcases the presenter's name and the date of presentation. It's crucial to make this slide captivating as it establishes the initial rapport with the audience and cues them into what lies ahead.

Introduction

Methodology, findings/data analysis, recommendations, case studies, questions & answers, acknowledgments.

In essence, a well-structured business report PPT is more than just a collection of slides; it's a consistent story-line that informs, engages, and persuades. By carefully crafting each slide with purpose and clarity, presentation designers help presenters effectively communicate their insights and elicit the desired response from their audience. Remember, the power of a presentation lies not just in its content but also in its delivery and organization. 

How To Write a Business Report PPT?

Writing a business report PPT involves several steps. Here's how to go about it in a straightforward manner:

Step 1: Understand Your Audience

Identify who will view the report. Tailor the content to their level of understanding, concerns, and expectations to make it resonate.

Step 2: Determine the Objective

Define the purpose of the report. Whether it's to inform, persuade, or recommend, knowing your goal steers content direction.

Step 3: Research Thoroughly

Collect accurate data and information. Use credible sources to ensure your business PPT report is trustworthy and reliable. 

Step 4: Organize Your Content

Start with a clear structure: introduction, body, and conclusion. This traditional format ensures a logical flow of information.

Step 5: Use Visual Aids

Incorporate data visualisation elements such as charts, graphs, and infographics. These can simplify complex data, making it more digestible and engaging for the viewer.

Step 6: Write Clear Headings

Each slide should have a descriptive heading. It guides the viewer's attention and breaks down the content into manageable chunks.

Step 7: Maintain Consistency

Ensure uniform fonts, colors, and styles throughout the business report PPT. This not only looks professional but also aids in readability.

Step 8: Keep Slides Concise

Limit the text on each slide. Use bullet points or short sentences, ensuring each slide covers one main idea.

Step 9: Include Recommendations

If relevant, provide actionable steps or suggestions. This helps in guiding decision-making processes for the audience.

Step 10: Review and Edit

Check for errors in content, design, and data. An error-free presentation boosts your credibility.

Step 11: Gather Feedback

Before finalizing, show your PPT to a colleague or mentor. Fresh eyes can offer valuable insights and spot overlooked errors.

Step 12: Conclude with a Summary

End with a slide recapping the main points. This reinforces key takeaways and provides a closure to the audience.

By following these steps, you can craft a compelling and informative business report PPT that not only conveys the desired message but also engages and persuades your audience.

Creating Awesome Business Report PPTs with Professional Help

Great business presentations are carefully crafted. A strong start comes from following guidelines, but the magic touch of professionals often makes the difference. This is where Deck Sherpa, a top-tier, India-based presentation design agency, shines.

Why Choose Deck Sherpa?

Deck Sherpa specializes in designing exceptional presentations tailored to your needs. Our team, consisting of seasoned designers, data visualization gurus, and master storytellers, creates not only informative but also engaging and memorable presentations.

Understanding that every industry and organization is distinct, we shun a generic approach. Instead, we tailor each presentation to resonate with your business specifics, industry requirements, and audience tastes.

But we're more than just design experts. We transform complex data into easily understood visuals, enhancing your story with the perfect blend of text and visuals. Our expertise has benefited diverse sectors across India, from tech and healthcare to finance and manufacturing. We're prepared to elevate your business communication too. Reach out to us via our contact page or call us at 1800 121 5955 (India).

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20+ Best Professional Business Report Templates (Word, PPT, InDesign)

A modern and professional design is a must-have for every business report. But what exactly does a professional business report look like?

To help you find inspiration for your business report design, we gathered a collection of the best business report templates. These templates are made by professional designers and they all feature stylish and modern designs.

You can also download and edit them to easily create business reports without having to start from scratch. There are templates in this collection in Adobe InDesign , Microsoft Word , and PowerPoint formats. And we divided the list into 3 different sections to make it easier for you to find them.

Use the quick links below to jump to each section:

InDesign Business Report Templates

Ms word business report templates, powerpoint business report templates.

With Adobe InDesign, you can design more flexible and professional brochures for your business projects. These templates will help you get a head start in your brochure designs.

Annual Business Report Template

Annual Business Report Template

This InDesign template comes with a stylish and modern design to help you craft a professional report to showcase the business progress, stats, and data related to your yearly review. It has 16 unique pages with grid-based layouts. And you can fully customize the template to your preference as well.

Professional Business Report Template

Professional Business Report Template

You can design an attractive and professional business report or annual report using this InDesign template. It lets you choose from 20 different pages to craft a brochure filled with visuals, charts, and graphs. The template has changeable colors, backgrounds, and free fonts.

Creative Annual Business Report Template

Creative Annual Business Report Template

Use this brochure template to design more modern-looking annual and business reports. There are 16 unique pages in this template with stylish designs. You can also fully customize each page to match your business branding. It’s available in both A4 and US Letter sizes too.

Professional Report Brochure Template

Professional Report Brochure Template

This professional report template is most suitable for designing brochures for corporate companies and agencies. It has a clean and traditional page design that has all the necessary layouts for making a complete and fully detailed business report. The template includes 36 page designs.

Colorful Business Report Template

Colorful Business Report Template

If you prefer to take a more creative and colorful approach to your business report design, this template is perfect for you. It has a beautiful page design with trendy layouts. There are 12 different pages in this template featuring editable colors, fonts, and text. It comes in A4 size.

Elegant Annual Business Report Template

Elegant Annual Business Report Template

This is one of the most elegant and beautiful business report templates on our list. It features a stylish page design that will surely make your brochures stand out. And it’s especially suitable for high-end brands and businesses. The template comes with 16 pages in A4 and US Letter sizes.

Modern Professional Business Report Template

Modern Professional Business Report Template

You can design a bold business report with a dark color theme using this professional InDesign template. It includes 20 unique page layouts with highly visual and modern designs. Of course, you can easily change the colors, fonts, and backgrounds to your preference as well.

Exeelo – Professional Report Template

Exeelo - Professional Report Template

This InDesign template has 28 different page designs with multipurpose layouts. You can use it to make all kinds of business brochures, including various types of business reports. The template has editable colors, paragraph styles, and easy-to-replace image placeholders.

Company Report Professional Template

Company Report Professional Template

This business report template uses a unique metallic color theme that adds a very sophisticated look to the design. It also has modern pages with simple paragraph styles and formatting. There are 24 page layouts included in the template. Use it to design bold business reports for modern brands.

Clean Annual Business Report Template

Clean Annual Business Report Template

Looking to make a minimal, clean, and professional business report brochure? Then start with this template. It gives you 20 unique pages with clean and minimal designs to help create attractive business reports for all kinds of projects. It features organized layers and free fonts too.

Minimal Business Report Template PDF

Minimal Business Report Template PDF

This brochure template comes with a minimalist page design and it’s available in InDesign and PDF formats. The template has 40 page layouts that you can customize to change fonts, colors, and more.

Microsoft Word is easy to use and it’s one of the most accessible software for professionals. Use these templates to create professional-looking business reports using your favorite word processor.

Annual Report Template Word & INDD

Annual Report Template Word & INDD

This brochure template is ideal for making annual reports for modern brands and businesses. It comes in both MS Word and InDesign formats with fully customizable page layouts. There are 24 different pages to choose from and each page has easily editable text, changeable colors, and image placeholders.

Business Report Template Word

Business Report Template Word

A business report template with a simple and minimal design. This Word template includes 20 unique page designs that have clean layouts to effectively showcase stats and data related to your business. It’s available in A4 and US Letter sizes as well.

Business Annual Report Word Template

Business Annual Report Word Template

With 16 beautifully designed pages, this annual report template allows you to make brochures that will look more attractive and professional. It has color themes and easily customizable design elements to help you create branded brochures for all types of businesses.

Modern Business Report Template Word

Modern Business Report Template Word

Make modern business reports with a classic design using this Word brochure template. It features a traditional page design with a highly customizable layout. There are 48 different pages to choose from. And you can use it to make bold and attractive annual reports as well.

Professional Report Word Template

Professional Report Word Template

A clean and minimal business report template for Microsoft Word. This template has a design that’s most suitable for corporate business brochures. It has classic content formatting that gives a professional look to each page. The template comes with 16 unique pages.

Simple Business Report MS Word & InDesign

Simple Business Report MS Word & Indesign

Another minimalist business report template with a simple page design. This brochure template is ideal for business annual reports. And it has 24 flexible pages that you can customize using Word or InDesign. Everything from the colors to fonts and backgrounds is editable.

Annual Report Word Brochure Template

Annual Report Word Brochure Template

A professional MS Word brochure template that’s ideal for designing annual reports for modern businesses. This template has 16 page layouts. And it’s compatible with both older and new versions of Microsoft Word. The template is available in InDesign format too.

PowerPoint is one of the most versatile software there is. With these templates, you can create business report slideshows for presentations as well as printable documents.

Business Report PowerPoint Template

Business Report PowerPoint Template

This PowerPoint template has everything you need to make all types of business reports. It has charts, graphs, infographics, and more to design modern and colorful slides for your business report presentations. You can also customize the colors, edit the graphics, and change backgrounds to your preference too.

Maua – Aesthetic PowerPoint Business Report Template

Maua - Aesthetic PowerPoint Business Report Template

Maua is a beautiful PowerPoint template with an aesthetic feel. It includes 30 unique slides that are designed for making business reports with a stylish design. This template is ideal for businesses in the fashion, beauty, and lifestyle industries.

Planen – Business Report PowerPoint Template

Planen - Business Report Powerpoint Template

Another modern business report template for PowerPoint. This template comes with a professional slide design to showcase all your data and information in one place. There are 30 fully customizable slides in this template, which feature transition animations, image placeholders, editable graphics, and much more.

Venio – Stylish Business Report PowerPoint Template

Venio - Stylish Business Report PowerPoint Template

The stylish and fresh slide design of this template will surely set your presentations apart from the rest. This template has 30 slides with trendy designs. Each slide is filled with colors and cool content formatting designs. You can also edit them to change the colors and fonts too.

Financial Report PowerPoint Template

Financial Report Powerpoint Template

Grab this PowerPoint template to design professional presentations to showcase your business financial reports. There are 130 slides in this template that are available in 50 color schemes as well as in light and dark themes. It includes lots of infographics, charts, and graphs as well.

Neocore – Annual Report PowerPoint Template

Neocore Annual Report Powerpoint Template

You can use this PowerPoint template to design a professional presentation to showcase your business’s annual reports. It has 40 different slides with clean designs to include all the stats, data, and information related to the yearly review.

Corporate Report PowerPoint Template (500 Slides)

Corporate Report PowerPoint Template 500 Slides

This is a massive PowerPoint template that includes 500 unique slides. It’s designed for making business reports for corporate brands and companies. The slides feature minimal layouts with editable charts, text, graphics, and free fonts.

The Web’s Best Free Business PowerPoint Templates

24Slides

Your search for the web’s best free business PowerPoint templates has just come to an end. In this article, you’re going to learn how to write a business report presentation, get plenty of new business-themed presentation ideas, and of course, you’ll get your links to the top PowerPoint templates for your business presentations. Before we get to the main topic, however, let’s go through a few tips you can follow to spruce up your business presentation!

How To Write A Business Report Presentation

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Your business presentation success will depend on how well you write your presentation report. It’s basically the backbone of your entire presentation. If you make a mess of the business report writing aspect, then you’re going to end up botching your entire presentation as well. So, here’s how you write a presentation report that will keep your audience hooked from start to finish!

  • Research your topic thoroughly and organize the information collected

A well-researched presentation is a must. You can’t just go off spouting facts and figures without the proof to back it up. If you need to, cite your sources within your presentation itself. Otherwise, you can always include it in your presentation handout.

When you do your research, you’re probably going to collect a ton of information. Some may not be related at all to your main topic or may disrupt your presentation’s overall flow. This is why organizing the data you’ve collected in your research is important. It lets you decide which information goes in the presentation and which gets cut out.

  • Know more about your audience

Knowing who’s going to be sitting in your presentation is important too. It will help you create a presentation that’s going to speak directly to their needs. You can create an emotional connection with your audience by simply knowing what their pain points are. You can tell stories that they’ll be able to relate to, stories that they’ll nod along to in agreement. Grabbing your audience’s attention is a must, and knowing what makes them tick is the secret to grabbing that attention!

  • Develop an outline

Your outline is the product of both your topic and audience research. Your outline should tell a compelling story from the introduction to the conclusion. You may need to come up with a few drafts in the beginning. Find out which one will hit the right notes and resonate the most with your audience. At the same time, make sure all the information you’ll be presenting is relevant to the topic at hand.

  • Create a strong, compelling introduction

Your introduction is where your audience decides whether your presentation is worth listening to or not. You’ve got a few seconds to make an impact. Make your introduction stand out, make it special, make it relatable to everyone in the crowd (or at least a great majority). Use humor if it’s something you can pull off. Give your introduction your all – it’s either go big or go home at this point!

  • Flesh out the rest of your presentation report

Once your introduction has done its job, and you’ve got your audience hooked, then it’s time to present the rest. You’ve done your research, and you’ve created an outline. Make sure your presentation’s main body supports your topic and your introduction. This is where you convince your audience and give them the information they need so they can make an informed decision about your product or service (this is especially true for sales presentations).

If you’re doing a presentation of your company’s profile, then this is also where you can add the relevant details. You can use a template like this Organizational Chart Template :

Business PowerPoint templates like this will help you focus on your actual presentation

With that said, there are quite a few ways you can go about writing the body of your presentation:

  • General to specific – you can discuss your main idea on one slide, and on subsequent slides, you can then discuss specific points. You can use a template like Pyramid Chart PowerPoint Template to show hierarchy and order:

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  • Chronological – you can give a timeline of events and go from past to present to future. You can use the free Timeline Pictures PowerPoint Template for this type of presentation:

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  • Features and benefits – if you’re selling a product or service, then it’s important that you cover the features and benefits of whatever it is you’re selling. You want people to be able to decide if what you’re offering is the right fit for them, so you arm them with that information. There are many different ways you can go about presenting this information. But for starters, you can use a generic business template like our Corporate Package of 20 Slides Template :

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Whichever approach you decide to use, know that organizing your information is key to getting your message understood clearly. Try not to include too many details, discuss only what’s important. You don’t want to confuse your audience with far too many technical jargons. Make your presentation as relatable and as easy to understand as possible.

  • End your presentation with a call to action

Your presentation’s ending is just as important as your introduction. But the main difference is, it’s your last chance. What do you want them to do after they’ve watched your presentation? If you’re trying to get people to jump on board, then you need to end your presentation with a call to action.

Of course, you can’t leave your audience hanging. Make sure you thank your audience for their time. While you’re busy wrapping up your presentation, you can use our free Thank You Slides PowerPoint Template :

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Business Presentation Report Examples

To give you an idea on how presentation reports look like, here are a couple of samples:

  • Ericsson ConsumerLab, Annual TV & Media Report Presentation

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  • Global Nutrition Report Presentation at SUN Global Gathering

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  • Miami-Dade Transportation Planning Organization’s 2017 Annual Report Presentation

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Your presentations do not need to be 10 or 20 slides like the samples above. The overall length of your business presentation report will ultimately depend on a lot of factors, such as the time allotted, your audience’s preference, the scope of your topic, and so much more. If you’re really strapped for time, you can even do a single slide or a one-page presentation!

PowerPoint Business Report Presentations Templates

You’ve probably come to expect that free business report presentation templates aren’t going to be visually attractive at all. That’s maybe because your Google searches in the past have yielded only low-quality templates made by non-professional designers.

There is a saying that goes in the design world that you do get what you pay for. This means if you’re looking for free templates, then you shouldn’t be expecting high-quality templates at all. However, as you can see in the screenshots we’ve provided in the previous section, not all free templates are poorly designed.

Our very own in-house designers work hard to design high-quality PowerPoint templates and upload their creations to our Template Hub . Of course, there are other sites out there that provide free, high-quality templates, too.

Here’s a list of the top business PowerPoint template providers on the web:

Templates by 24Slides

As you can see in the screenshots we’ve shared in this post, we have a good number ( hundreds, actually !) of free, visually-stunning templates in our template hub. And thanks to the overwhelming response and positive feedback we’ve received from the PowerPoint community, we’ve made it our mission to upload new templates every single week!

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We’ve categorized our templates into the following: Featured, Most Popular Templates, Corporate and Business Models, Data (Tables, Graphs, and Charts), Organization and Planning, Text Slides, Maps, and Other (visit this category if you want to download free icons!).

ThePopp Free PowerPoint Templates

There are currently 18 visually-stunning PowerPoint templates on ThePopp. You can see from the screenshots provided by the author that a lot of work has gone into making these high-quality templates! Here’s what their Pollux template looks like:

screenshot of Pollux template from ThePopp

Giant Template’s Business PowerPoint Templates

Browse through the site’s collection of free templates you can use for your business presentations. Most of the templates are free for personal use, so if you plan on using their products for commercial purposes, then you may need to contact them for a separate license.

screenshot of Giant Template's free business PowerPoint templates

KingSoftStore’s Business Report PPT Templates

While Kingsoft or the WPS Office Suite is a great PowerPoint alternative , you can still download their free presentation report templates (extension is .PPT so you can open it on PowerPoint). Simply click on the template you want to use and work from there.

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Slides Carnival’s Business Presentations Templates

When it comes to free business templates, Slides Carnival won’t disappoint you. You can download the files as either a PowerPoint template or as a Google Slides theme. The site owner is also responsive to comments so if you need help editing any of the templates, simply drop her a line in the comments section!

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Graphic Panda’s PowerPoint Templates

Not all templates that are listed or curated on Graphic Panda are free. Some are paid templates. If you’re not ready to make a small investment for a premium template, then make sure you click and download only the free ones (it will state in the title if it’s free or not).

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All PPT Business PowerPoint Templates

All PPT may not have a massive collection of PowerPoint templates in the business category. But what they do have include 30+ slides, diagrams, and charts which you can easily edit and make your own!

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Business Theme Presentation Ideas

What’s the first thing that comes to your mind when you think of business presentations? Have you ever sat in one? Can you remember how you felt during the presentation? Did you think it was time well spent? Or were you wishing the entire time you were somewhere else, doing something more productive?

When it comes to business presentations, you want to get your audience’s attention. You’ve got a special message which you’ve (hopefully) wrapped up in well-designed presentation slides .

You want to engage with your audience because at the end of your presentation you want them to follow your call to action (sign up for your service, buy your product, invest in your company, etc.).

While you’re free to get as creative as you like with your presentations, it’s important to know that there are different types of business presentations . Knowing what these are will help you create presentations that your audience will appreciate.

Here are a few business-themed presentation ideas you can implement in your next PowerPoint presentation!

  • Use more images/graphics and less text

Using blocks of text in your presentation is a big no-no nowadays. If you truly want to engage your audience, then you have to keep their attention on YOU. A good presenter will use their slides as a visual accessory to their presentation.

  • Keep it simple

Simpler presentations will take you less time to create than those with complicated designs. It will give you more time to focus on preparing your speech and mastering your presentation.

Inserting videos in PowerPoint isn’t as complicated as it sounds. You can do it in just a few minutes. But that few minutes of work can lead to a more engaged audience, especially if you add a truly captivating video.

  • Ask questions

You don’t want your audience to drift off during your presentation. You want to keep them on the edge of their seats. One way to do this is by asking random questions all throughout your presentation, just to check if people are actually paying attention! Ask random people in your audience to share some examples or relevant stories, this will make everyone perk up and be prepared just in case you happen to look their way and ask for their input!

Just because you’re giving a business presentation doesn’t mean it’s illegal to throw in a few timely jokes here and there. Business presentations can be fun too if you know how to work up a crowd. Knowing who your audience is will allow you to choose punchlines and funny one-liners they can relate to!

There are of course plenty more tips to make your business presentation come alive. Have a read through our Presentation Tips blog category for more practical advice!

Preparing for your business report presentation is hard enough. Use the free, business PowerPoint templates listed in this article to help you create your presentations in a jiffy. These resources will help you maximize your time, so you can focus on your business report writing task, your speech, and making sure your entire presentation flows smoothly and coherently.

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25 Powerful Report Presentations and How to Make Your Own

25 powerful report presentations and how to make your own

If we are what we repeatedly do, then consultants are report presentations. In the words of veteran consultant John Kim , “If you cannot put together a well-structured, persuasive, and visual presentation… you won’t be a management consultant for long.”

Unfortunately, over 90% of consultant report presentations fail to make an impact, either because they don’t have enough content, have too much content, are unstructured, lack persuasiveness or in all honesty, are just plain boring.

how to make your own report presentations

You can know your data inside and out, and you couldn’t have a firmer grasp on the industry, but no matter how prepared or well-researched you are – even one bad slide can ruin great content. Not to mention, a poorly designed presentation can literally cost your department and your organization over $100,000 per year (conversely, a well-design presentation earns you significant advantages).

The good news is that you don’t need a swanky suite of tools or a big design team to overhaul your reports – there are tons of free and online resources for creating interesting, compelling, and seriously persuasive reports. Just sign up for a free Piktochart account and use any of the available slides templates to start easily.

So while the pyramid principle remains one of the best ways for structuring your presentation content, in this article we provide other top tips and insights you can use to create powerful slides that speak to your audience through 25 best practice examples.

Make Your Data Digestible

1. achieving digital maturity: adapting your company to a changing world by deloitte.

Click to view SlideShare

This deck ticks a lot of boxes when it comes to giving tips for powerful presentations. This report consists of an absolutely brilliant use of data visualization , a subtle “progress bar” at the top that reminds the audience which part of the presentation they’re at, and concise summaries accompanying each infographic. Here at Piktochart, it’s certainly one of the best report presentations we’ve swooned over in a while.

2. Digital globalization: The new era of global flows by McKinsey

There is an overwhelming amount of data here, but McKinsey does a commendable job of keeping it engaging with clear summaries and good-looking infographics (slides 30 & 42). Some slides might feel a bit more cramped than others (slide 41–49), but when creating your own reports you should try to save these huge chunks of data for an article or whitepaper that a client can download and peruse at their own leisure. Your presentation should only contain the highlights.  

3. KPCB Design in Tech Report 2015: Simplified and Redesigned by Stinson

You’ll appreciate the brilliance of this presentation even more when you see the original . Instead of just inserting data in its raw form as graphs or tables, Stinson transforms their findings into something more graphic and appealing. The rest of the report also takes on a less-is-more principle, distilling only the most important points that would matter to the client – not the presenter.

4. The 60 Greatest Mobile Marketing Strategies of All Time by Leanplum

Leanplum only presents one point per slide, making their presentation supremely easy to follow along with (despite having 105 slides!). While they do use traditional line graphs and bar charts, they also find unconventional ways to illustrate their data (slides 71–77) or slip in nuggets of data that don’t detract from the main point (slides 52–53) – they use data to back their insights, rather than make the data the focus of the slide.

Clean Up Your Report Presentation Slides

5. findings on health information technology and electronic health records by deloitte.

Make use of white space and clean graphics to get your point across more effectively. This consulting deck does what most report presentations neglect, which is to highlight key takeaways (and bolding the important points) to avoid cluttering the audience with too much information.

6. Getting ready for IFRS 16 by KPMG

Getting ready for IFRS 16 by KPMG

Clean and simple, each slide in this presentation has a clear focus, enhanced by the use of one question per slide and accompanying minimalist-style icons . It’s one of the easiest styles to replicate, and can be used strategically at certain portions of your presentation where you want to remove distraction and place emphasis on certain messages.

Choose the Right Fonts For Your Report Presentation

7. global retail trends 2018 by kpmg.

Global Retail Trends 2018

Crisp and clear, the choice of sans serif fonts keeps your report looking sleek, modern, and supremely legible when presenting. While your choice of font may be constricted by brand guidelines or house style, regardless, a good rule of thumb in your report presentation is to use clear, minimally-styled fonts so your message doesn’t get lost in a web of visual distraction.

Make Use of Report Presentation Visuals

8. how to use weflive 2017 by kpmg.

How to use WEFLIVE 2017 by KPMG report presentation visuals

This presentation has been viewed over 87,500 times, making it a great example of what works in an educational deck. The use of screengrabs gives both current and potential clients better recognition of your services or products. It’s also been proven that visual elements attract clients better.

9. Top Ten Customer Airport Complaints by McKinsey

Smart use of custom illustrations and images helps audiences to instantly identify with each pain point. Good, relevant visuals amplify your message because they elicit emotional responses, helping your audience retain key points.

10. Global Construction Survey 2016 by KPMG

Global Construction Survey 2016 by KPMG consultant report presentation example from piktochart

The first half of the presentation has a strong storytelling quality bolstered by great illustrations to help set up the second half – where the important data is presented. Our brains process images faster than words, so this is a good hack to getting messages across more effectively.

Stay Organized

11. trends in people analytics by pwc.

Having a table of contents to display on the side of the slide helps prevent audience fatigue – often when a presentation is too long, the audience’s retention rate starts to slip. A “tracking” tool like this can serve as a visual cue so that your audience knows where they are, and what they can expect next.

12. The CMO Blueprint for Account-Based Marketing by Sangram Vajre

There is a clear flow to this presentation – it starts with introducing some key statistics, which eventually leads up to why these statistics matter, and ends with what the proposed solution is. It’s all very organized. Another great thing about this presentation is that it uses graphics to reinforce, not distract from, its key points (slides 22–29).

Speak to Your Audience, Not at Them

13. moving digital transformation forward: findings from the 2016 digital business global executive study and research report by mitsloan + deloitte digital.

This is an all-around stellar presentation, which makes use of an active voice (“we did this…”, “we found this…”, “my digital strategy is…”) to better connect with the audience. The use of conversational copy, straightforward messages, and a consistent aesthetic theme make this one of our favorite report presentations to share with our users.

14. TMT Outlook 2017: A new wave of advances offer opportunities and challenges by Deloitte

At strategic points in this long presentation, polls are taken to keep the audience engaged and give them a break from information overload. By asking them to reflect on their current status and thoughts, they are “primed” into receiving what the presenter next has to say.

15. Business Pulse – Dual perspectives on the top 10 risks and opportunities 2013 and beyond by Ernst & Young

This is another example of keeping your audience engaged through the use of questions (slides 2, 3 & 7). The questions’ tone and voice were also creatively and intelligently crafted because it uses FOMO (fear of missing out) to ensure customers want to listen.

Break Your Report Presentation Down

16. a step-by-step overview of a typical cybersecurity attack—and how companies can protect themselves by mckinsey.

The title speaks for itself – breaking down your solution step-by-step is one of the best ways to create an effective presentation . The smart use of “hit or myth?” in each of its slides also gets the audience to reflect on their own experiences and (potentially false) impressions of the industry.

17. 5 questions about the IoT (Internet of Things) by Deloitte

There is a lot to say in this presentation about the findings and impact of IoT on various industries, but Deloitte presents it in a way that keeps it relevant – by using a question-and-answer format that works to connect rather than alienate the audience.

18. How to be Sustainable by The Boston Consulting Group

This is a prime example of how you can capitalize on the “listicle” style of writing to present your main points with supreme clarity and persuasiveness. Notice that each of the 10 steps is supplemented by key statistics? That’s how you can add weight to what you’re saying without overloading the audience with too many graphs and data charts.

Give Actionable Insight in Your Report Presentation

19. putting digital technology and data to work for tech cmos by pwc.

What makes a great consultant is his or her ability to go beyond surface data to give customers real, actionable insight. Not only does this presentation by PwC provide step-by-step recommendations (slides 15–18), but it uses real case studies and testimonials to boost credibility and illustrate value.  

20. Shutting down fraud, waste, and abuse: Moving from rhetoric to real solutions in government benefit programs by Deloitte

Identified an issue? Great. Worked out a solution? Even better. This presentation breaks down its proposed solution through one message per slide, punctuated by a relevant graphic that reinforces its key point. It’s clean, clear, and effective.

21. A labor market that works: Connecting talent and opportunity in the digital age by McKinsey

Personalization works in every industry. The next time you prepare a presentation , think about how you can give tailored advice to the unique stakeholders involved (slides 30–33). 

Keep Your Report Presentation Short and Sweet

22. six behavioral economics lessons for the workplace by deloitte.

There’s a reason why TED talks are only 18 minutes or less – any longer and the speaker will lose the audience’s attention. Taking this advice, keep your report presentations short whenever possible. This example by Deloitte depicts a smart way to keep things bite-sized yet meaty, and also publicizes all your white papers and articles in one place.

23. Private Sector Opportunity to Improve Well-Being by The Boston Consulting Group

This compact presentation is a great example of how to summarize all your key findings in less than 10 slides. When you force yourself to reduce clutter, you start being more discerning about what you include. Remember, what you find interesting may not be the same as what the audience finds relevant. Don’t get too attached, and be prepared to edit down.  

24. Four approaches to automate work using cognitive technologies by Deloitte

Try using a report presentation as a “preview” for your full suite of business services. This way, you summarize your best points to potential clients, and if what you’ve said interests them enough, they will be more invested in a follow-up meeting.

The key to doing this successfully, however, is that whatever few points you choose to present need to be accompanied by some form of tailored business solution or insight into their specific needs. 

Don’t Forget to Take Credit

25. european family business trends: modern times by kpmg.

It seems obvious, but you would be surprised how many times consultants neglect to put their profile image and professional business contact information at the end of each report.

There are many reasons to do so, but most importantly, it helps your potential business client remember you better. The truth is, we remember faces better than names, and adding this information allows them to reach out if they’re interested in a follow-up oppurtunity.

“Simplified and impressive reporting in one landscape. Quick templates are present for impressive graphical visualizations! Ease of use, upload and export options.” – Derrick Keith, Associate Consultant at KPMG Easily create reports , infographics , posters , brochures , and more with Piktochart. Sign up for free .

Audience First

Clarity of thought translates directly into how succinct your presentation comes off. A key presentation design tip is that your slide deck should always be the last thing you tackle – structure and story come first. It may not be that surprising of a reveal if we were to tell you: The elements that make a business consultant’s report presentation great are almost the same that make any presentation great.

At the end of the day, keep your audience at the center, be creative and thoughtful of their needs; use design and visuals to your advantage and integrate them early on, not as an afterthought. And remember: Even with more options, sometimes, less is more.

Time to Make Your Own 

Now that you’re thoroughly inspired and well-versed in report presentation creation, it’s time to make your own using the tips from this article. At Piktochart, we have a handful of slick and highly customizable templates to help you create impactful report presentations. Just search in our reports and presentation templates database and take a look at a few examples below.

1. Monthly Marketing Report Template

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2. Social Media Report Template

3. monthly progress report template, 4. client research report template.

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5. Monthly Sales Report Template

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6. Social Media Audience Report Template

7. email campaign report template.

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Download editable business report templates for your next presentations. Our business report PPT templates can help you create compelling business reports to present to your audience of stakeholders. Compatible with Microsoft PowerPoint & Google Slides.

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Our collection of Business Report presentation templates is designed to help professionals create comprehensive and visually appealing reports with ease. Business Report PPT templates cater to a variety of business needs and presentation styles, ensuring that your information is presented clearly and effectively.

Business report templates are ideal for managers, executives, analysts, and consultants. Our PPT templates include everything you need to compile, analyze, and present business information to your audience, and present it in a concise way.

Popular business report templates in this category includes:

  • Annual Business Report Template: A complete template for presenting yearly business performance, financial data, and strategic initiatives.
  • Market Analysis Report Template: Ideal for showcasing market research findings, trends, and competitive analysis.
  • Project Status Report Template: Perfect for providing updates on project progress, milestones, and future plans.
  • Financial Report Template: Designed for detailed financial reporting, including income statements, balance sheets, and cash flow analysis.
  • Strategic Business Plan Template: A comprehensive tool for outlining long-term business strategies, goals, and action plans.

Why choosing business report templates from SlideModel? Our templates are crafted to help you save time and present your business information with clarity and impact. With a focus on professional design and ease of use, our business report templates will help you communicate your data and insights effectively, ensuring your audience stays informed and engaged.

For more information, check our article about how to create a report presentation .

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  • Writing Tips

How to Structure a Business Report

How to Structure a Business Report

5-minute read

  • 14th March 2019

The content of a business report will depend on what you are writing about. Even the writing style may depend on who you are writing for (although clear, concise and formal is usually best). However, there is a general structure that most business reports follow. In this post, then, we’ll look at how to structure a business report for maximum clarity and professionalism.

1. Title Page

Every business report should feature a title page . The title itself should clearly set out what the report is about. Typically, you should also include your name and the date of the report.

Most business reports begin with a summary of its key points. Try to include:

  • A brief description of what the report is about
  • How the report was completed (e.g., data collection methods)
  • The main findings from the research
  • Key conclusions and recommendations

A paragraph or two should suffice for this in shorter business reports. However, for longer or more complex reports, you may want to include a full executive summary .

3. Table of Contents

Short business reports may not need a table of contents, especially if they include a summary. But longer reports should set out the title of each section and the structure of the report. Make sure the headings here match those used in the main text. You may also want to number the sections.

4. Introduction

The introduction is the first part of the report proper. Use it to set out the brief you received when you were asked to compile the report. This will frame the rest of the report by providing:

  • Background information (e.g., business history or market information)
  • The purpose of the report (i.e., what you set out to achieve)
  • Its scope (i.e., what the report will cover and what it will ignore)

These are known as the “terms of reference” for the business report.

5. Methods and Findings

If you are conducting original research, include a section about your methods. This may be as simple as setting out the sources you are using and why you chose them. But it could also include how you have collected and analyzed the data used to draw your conclusions.

After this, you will need to explain your findings. This section will present the results of your research clearly and concisely, making sure to cover all the main points set out in the brief.

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One tip here is to break the findings down into subsections, using headings to guide the reader through your data. Using charts and illustrations , meanwhile, can help get information across visually, but make sure to label them clearly so the reader knows how they relate to the text.

6. Conclusions and Recommendations

The last main section of your report will cover conclusions and recommendations. The conclusion section should summarize what you have learned from the report. If you have been asked to do so, you should also recommend potential courses of action based on your conclusions.

If you are not sure what to suggest here, think back to the objectives set out in your brief.

7. References

If you have used any third-party sources while writing your report, list them in a bibliography after the main report. This could include other business documents, academic articles, or even news reports. The key is to show what you have based your findings and conclusions upon.

8. Appendices (If Applicable)

Finally, you may have gathered extra documentation during your research, such as interview transcripts, marketing material, or financial data. Including this in the main report would make it too long and unfocused, but you can add it to an appendix (or multiple appendices) at the end of the document. It will then be available should your reader need it.

Summary: How to Structure a Business Report

If you are writing a business report, aim to structure it as follows:

  • Title Page – Include a clear, informative title, your name, and the date.
  • Summary – A brief summary of what the report is about, the data collection methods used, the findings of the report, and any recommendations you want to make.
  • Table of Contents – For longer reports, include a table of contents.
  • Introduction –Set out the brief you were given for the report.
  • Methods and Findings – A description of any methods of data collection and analysis used while composing the report, as well as your findings.
  • Conclusions and Recommendations – Any conclusions reached while writing the report, plus recommendations for what to do next (if required).
  • References – Sources used in your report listed in a bibliography.
  • Appendices – If you have supporting material (e.g., interview transcripts, raw data), add it to an appendix at the end of the document.

Don’t forget, too, that a business report should be clear, concise, and formal. And if you would like help making sure that your business writing is easy to read and error free, just let us know .

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Business Annual Report Presentation Template

Share your progress with investors and other stakeholders with this business annual report presentation template..

This professional-looking business annual report template features a geometric design throughout the template with images, content blocks and vector icons.

This presentation template is a great pick for businesses looking to showcase their results and progress with their investors.

  • Change colors, fonts and more to fit your branding
  • Access free, built-in design assets or upload your own
  • Visualize data with customizable charts and widgets
  • Add animation, interactivity, audio, video and links
  • Download in PDF, PPTX, MP4 and HTML5 format
  • Share online with a link or embed on your website

Present your annual results in style with this geometric annual report template, or look through hundreds of other professional presentation templates to find your perfect fit.

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Business Annual Report Presentation Template

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Marketing is all about communication, yes - but it's also about making the best possible impression on your target audience. What you're saying is important, but how you choose to say it is equally so. You can only make one first impression, so you'd better make it the best one that you can - and now, thanks to Visme's presentation templates, it's easier than ever to do precisely that.

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  1. How to Write, Format, & Give a Great Business Presentation Report 2024

    Famea: Business Report. This report presentation comes with 100 slides in total, including 50 unique slides. Famea comes with two color scheme options to choose from to customize the presentation to meet your needs. Famea is a great choice for most business needs and audiences. 4.

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  5. How to Write a Business Report: A Step By Step Guide with ...

    Step 2: Create an Outline. Once you've gathered the resources, it's time to plan the report. Before you start writing, create an outline that will help you stick to the right structure. A business report is complex writing in which you can get lost very easily if you don't have a clear plan.

  6. What is a Business Report? Examples, Tips & Templates

    A business report is a document that presents information in a structured format, typically written for a specific audience or purpose. Business reports are used to convey data, research findings, recommendations, and other types of information in a clear, concise, and organized manner. Business reports may be written for a variety of contexts.

  7. How to Make a "Good" Presentation "Great"

    Summary. A strong presentation is so much more than information pasted onto a series of slides with fancy backgrounds. Whether you're pitching an idea, reporting market research, or sharing ...

  8. What Makes a Great Business Report Presentation?

    At the end of the day, keep your audience at the centre, be creative and thoughtful of their needs; use design and visuals to your advantage and integrate them early on, not as an afterthought. And remember: Sometimes, less is more. He has compiled 25 great examples from some of the world's leading business consultancies to illustrate how to ...

  9. Create an Impressive Report Presentation: Here's How!

    What exactly is a report? A business report is a formal document that communicates corporate information clearly and concisely.. In a report presentation, a company presents data, facts and information, quarterly balance sheets, turnover, HR developments, and so on.. Why report presentations are so important. Report presentations are essential to the success of your business.

  10. Business Communication: How to Write a Powerful Business Report

    A business report should remain impersonal and framed from the company's perspective. The structure of a business report. Although the size of a report can range from one page to 100, structure is always important because it allows readers to navigate the document easily. While this structure can vary due to report length or company standards ...

  11. The Essentials of Crafting a Great Business Report PPT

    A business report PPT is a visual summary of important business information. Think of it as a slide show or presentation that tells a story about your company's data, research, or performance. Instead of making people read long reports, this presentation shows the main points using slides with graphics, charts, and brief text.

  12. 40+ free business presentation templates

    Elevate your business presentations with our customizable and professional business presentation templates, designed to impress and engage your audience. ... Project Status Report. Pitch. 27 ...

  13. 20+ Best Professional Business Report Templates (Word, PPT, InDesign)

    Professional Business Report Template. You can design an attractive and professional business report or annual report using this InDesign template. It lets you choose from 20 different pages to craft a brochure filled with visuals, charts, and graphs. The template has changeable colors, backgrounds, and free fonts.

  14. The Web's Best Free Business PowerPoint Templates

    KingSoftStore's Business Report PPT Templates. While Kingsoft or the WPS Office Suite is a great PowerPoint alternative, you can still download their free presentation report templates (extension is .PPT so you can open it on PowerPoint). Simply click on the template you want to use and work from there.

  15. 25 Powerful Report Presentations & How to Make One

    Taking this advice, keep your report presentations short whenever possible. This example by Deloitte depicts a smart way to keep things bite-sized yet meaty, and also publicizes all your white papers and articles in one place. 23. Private Sector Opportunity to Improve Well-Being by The Boston Consulting Group.

  16. 10+ Free report templates

    Create professional report presentations with Pitch. Find templates for anything from project status reports and financial presentations to market research decks and business reports in our ...

  17. Business Report PowerPoint Templates & Presentation Slides

    Business Report PPT templates cater to a variety of business needs and presentation styles, ensuring that your information is presented clearly and effectively. Business report templates are ideal for managers, executives, analysts, and consultants. Our PPT templates include everything you need to compile, analyze, and present business ...

  18. How to Structure a Business Report

    This will frame the rest of the report by providing: Background information (e.g., business history or market information) The purpose of the report (i.e., what you set out to achieve) Its scope (i.e., what the report will cover and what it will ignore) These are known as the "terms of reference" for the business report. 5. Methods and Findings

  19. Professional Company Report Presentation

    A versatile professional template, with red backgrounds and black-and-white pictures. Available in five colors: red, orange, blue, purple, green. Includes 1000+ icons and Flaticon's extension for customizing your slides. Designed to be used in Google Slides, Canva, and Microsoft PowerPoint. 16:9 widescreen format suitable for all types of ...

  20. Business Annual Report Presentation Template

    This professional-looking business annual report template features a geometric design throughout the template with images, content blocks and vector icons. This presentation template is a great pick for businesses looking to showcase their results and progress with their investors. Change colors, fonts and more to fit your branding.

  21. Free Report Google Slides themes & PowerPoint templates

    Download the "Business Annual Report" presentation for PowerPoint or Google Slides. The world of business encompasses a lot of things! From reports to customer profiles, from brainstorming sessions to sales—there's always something to do or something to analyze. This customizable design, available for Google Slides and PowerPoint, is what you...

  22. Free Business Google Slides themes and PowerPoint templates

    Download the "Business Innovation Plan" presentation for PowerPoint or Google Slides. Conveying your business plan accurately and effectively is the cornerstone of any successful venture. This template allows you to pinpoint essential elements of your operation while your audience will appreciate the clear and concise presentation, eliminating ...

  23. Viacom18 delivers historic Olympics presentation ...

    The innovations in the digital viewing experience for Paris 2024 democratised access to the pinnacle of sports in an unprecedented way. Viacom18 presented the Olympics in four languages with an expert panel of former Olympians like never before, along with the biggest ever on-ground coverage of the event by an Indian broadcaster with a crew of 20-plus people and ground presence across six venues.